Find The Best 529 Plan For You

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Finding the 529 plan that’s right for you is now easier than Sunday mornings. Just answer a few short questions (we’ve purposely made them super clear and understandable), and that’s it!

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Who are you saving for?

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As I get closer to my target date for when I will need to use my education savings, I personally prefer to transition to more stable investments (less likely to lose value, but also likely to gain less value)

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Which best describes your investment approach?

Don’t worry, there are no wrong answers here, and you can always update your preference.

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Note: All investments have a potential risk of loss, including the loss of the amount originally invested. Selecting a conservative approach does not mean that you will not potentially lose money when you invest.

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What’s Your Personal Saving Style? Let’s Find Out!

Imagine your 529 account declines in value 15% in one year. For example, imagine your 529 account at the start of the year had $35,000, and by the end of the year, it had $29,750. Which of the following are you more likely to do?

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What’s Your Personal Saving Style

It’s important to know if external factors might cause you to take out money from your education savings 529 account prematurely. How likely is it that you will be able to keep all of your contributions in the plan until the student begins college?

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What’s Your Personal Saving Style

Adding funds to your account periodically reduces overall portfolio risk. Which statement best describes your plans?

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What’s Your Personal Saving Style

How important is it to hit your goal?

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Please download the Hadley app to receive your free 529 plan recommendation. The material contained on this website is not intended to be a recommendation or investment advice, does not constitute a solicitation to buy, sell or hold a security or investment strategy and is not provided in a fiduciary capacity. The information provided does not take into account the specific objectives or circumstances of any particular investor or suggest any specific course of action. Investment decisions should be made based on an investor’s objectives and circumstances and in consultation with her or her financial professionals. Past performance is no guarantee of future results. There can be no assurance that any investment will achieve its objectives or avoid substantial losses.

All research and other information provided on this website has been prepared for informational purposes only and Hadley Investment Co. assumes no liability or responsibility for any errors or omissions in the content of this website or any linked website.