Mary G. Morris

265 posts

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Mary G. Morris

Mary G. Morris

@529ceo

CEO @CwealthSavers. Education, disability & retirement savings advocate. Savings expert. Believer in the power of financial education.

Richmond, VA Katılım Ekim 2018
262 Takip Edilen168 Takipçiler
Mary G. Morris
Mary G. Morris@529ceo·
We know families worry about saving in a 529 account because the future seems so far off. Thank you @WDBJ7 for inviting me on to talk about the flexible uses of a 529 account, including apprenticeship programs and Roth IRA rollovers shorturl.at/8hSw7
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Mary G. Morris
Mary G. Morris@529ceo·
As students return to campus amid rising food costs, it's crucial to consider how 529s can provide more than just tuition support. 529s cover essentials like meal plans & groceries, ensuring students can focus on their studies rather than their next meal. rb.gy/3lnm6j
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Mary G. Morris
Mary G. Morris@529ceo·
It's official, parents are reprioritizing saving for higher ed. Thank you @jdickler for writing this @CNBC piece about how families are increasingly taking advantage of 529 college savings plans. shorturl.at/W9Ais
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Mary G. Morris
Mary G. Morris@529ceo·
Becoming CEO of @virginia529 has been the best thing that's ever happened in my career. I'm a firm advocate of helping students find the educational path right for them, a philosophy that Virginia529 champions. Thank you @williamandmary for the feature! snip.ly/w3y8qa
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Mary G. Morris
Mary G. Morris@529ceo·
If you're a parent who's sending a child to college in the fall, chances are you've got some questions about funding their education! I recently got the chance to talk financial aid with @wsls snip.ly/ldfise
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Mary G. Morris
Mary G. Morris@529ceo·
I recently spoke w/ @CherylMunk at @WSJ about how unused 529 funds can be rolled into Roth IRAs. This ties together two things people worry about the most—college & retirement —in a tax-advantaged way. snip.ly/0faysu
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Mary G. Morris
Mary G. Morris@529ceo·
Helping young Virginians from slipping through education access gaps helps them reach their potential, achieve personal financial wellness, & makes for a more robust state economy. Had a great time talking with @wsls about ed access in Virginia snip.ly/nlokcz
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Mary G. Morris
Mary G. Morris@529ceo·
Today, @Virginia529 stands in solidarity with women worldwide for #InternationalWomensDay. Equity via educational accessibility & affordability for all is fundamental to our mission. Let's inspire inclusion & drive recognition for the contributions of women everywhere. #IWD2024
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Mary G. Morris retweetledi
Invest529
Invest529@invest529·
The game might be ending, but you can still win! Enter the "Tuition Touchdown Giveaway" for a chance to win a free year of college tuition with Invest529. virginia529.com/tuition/
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Mary G. Morris
Mary G. Morris@529ceo·
@virginia529 recently kicked off its newest mentoring cohort, and what started off as an opportunity to provide professional development for our employees, has quickly grown into one the most fulfilling and popular experiences at the organization!
Mary G. Morris tweet media
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Mary G. Morris
Mary G. Morris@529ceo·
Thanks to state partners like @VaTax for spreading the word to Virginia businesses about @RetirePathVA and the upcoming registration deadline.
Virginia Tax@VaTax

#DYK: certain Virginia businesses are required to facilitate a @RetirePathVA program for employees if they don’t currently offer a retirement savings plan? Find out if your Virginia business is required to participate in this new state program at RetirePathVA.com.

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Mary G. Morris
Mary G. Morris@529ceo·
There's still time --- and positive financial implications --- for families who start to save in a 529 this month. I recently spoke with @TheMorningPulse about taking advantage of year-end opportunities & setting the stage for a financially secure future. youtu.be/0s3H78Ejhxk
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