05/29/2026
Happy 5/29! If you're like me, you probably didn't celebrate today growing up, but now as a financial coach and educator, I see it as a reminder to think intentionally about education planning.
A 529 plan is one tool families can use to save for future education expenses, including college, vocational training, and certain credential programs. These plans offer tax advantages and flexibility when funds are used for qualified expenses, but like any planning decision, they work best when aligned with your broader goals.
What I encourage families to focus on is not just the account, but the purpose behind it. Education planning is about creating options. It is about supporting future opportunities without sacrificing today’s financial stability.
Whether you are just starting to think about education costs or revisiting an existing plan, thoughtful preparation can help reduce stress and create clarity over time.
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(707) 447-8772
1300 Oliver Rd., Suite 270
Fairfield, CA 94534
Prior to investing in a 529 College Savings Plan, you should compare the Plan with any 529 college savings plan offered by your home state or your beneficiary’s home state and consider, before investing, any state tax or other benefits that are only available for investments in the home state’s plan. Please read the Plan’s Disclosure Document which includes investment objectives, risks, fees, charges and expenses, and other information. You should read the Plan Disclosure Document carefully before investing. For this and other information on any 529 College Savings Plan, contact First Command at (707) 447-8772 or your Financial Advisor. Please note that the availability of tax or other benefits may be conditioned on meeting certain requirements such as residency, purpose for or timing of distributions or other factors as applicable. As with any investment, it is possible to lose money by investing in a 529 College Savings Plan. Information provided is for general purposes only and is not intended to be a substitute for specific individualized tax or legal advice. Where specific advice is necessary or appropriate, please consult a qualified tax or legal advisor.
