Sweet! Now You Can Get $50 Bonus from CollegeAdvantage

Posted by Sun on September 16, 2009 (1) Comment

Early this month, Ohio CollegeAdvantage 529 College Savings Plan announced a promotion which gives each new plan participant $25 bonus for just opening an account. Yesterday, I got an email from CollegeAdvantage with a sweetened deal: For a limited time, each new customer will get another $25 bonus on top of the existing $25 referral [...]

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College Advantage $25 Referral Bonus Is Back

Posted by Sun on September 4, 2009 (2) Comment

If you missed CollegeAdvantage’s bonus offer early this year, you can get it now.
Ohio CollegeAdvantage 529 Savings Plan, which was named by Morningstar one of the best college savings plans in April,  is running the promotion program again. If you are interested in opening a 529 account with CollegeAdvantage and receiving the bonus (and make [...]

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Reminder: CollegeAdvantage 529 Plan $25 Bonus Ends Soon

Posted by Sun on May 19, 2009 (1) Comment

Just a quick reminder that the $25 bonus from Ohio CollegeAdvantage 529 Plan will end at the end of this month.
If you are considering open a college savings account for your child’s future education, Ohio CollegeAdvantage 529 Plan makes a nice choice. The nationally available program was selected by Morningstar last month as one of [...]

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Ohio CollegeAdvantage 529 Plan $25 Referral Bonus

Posted by Sun on February 19, 2009 (12) Comment

It’s alive again!
Ohio CollegeAdvantage 529 Savings Plan, the plan that was rated as one of the best college savings plans by Morningstar in 2007 which is also the one we’re using to save for our daughter’s future education, has reinstated the $25 referral program. The program was first launched last December and from what I [...]

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2008 Net Worth Review

Posted by Sun on January 7, 2009 (6) Comment

So far I have looked at how I traded stocks in 2008 and my passive income last year. Now it’s time to examine the progress on building up our net worth. Before I get to the details, one thing is for sure: It’s not pretty, as I have already shown through my monthly net worth [...]

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CollegeAdvantage $25 Referral Bonus

Posted by Sun on October 24, 2008 (7) Comment

I opened a 529 college savings account for our second daughter last year four months after she was born. After some research, I decided to use Ohio CollegeAdvantage 529 Savings Plan because of the selections of investments (mostly Vanguard index funds) and the plan’s low cost. Since then I have been making  contributions to the [...]

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Setting Up Another 529 Plan

Posted by Sun on July 30, 2007 (16) Comment

Our second daughter is more than 4 months old already, yet I waited till yesterday to set up an 529 plan account for her. I wasn’t really waiting for anything. It has been on my mind since she was born, but I kept delaying it with no good excuses. If I didn’t read Lazy Man’s [...]

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Shop and Save for College: UPromise vs. BabyMint

Posted by Sun on March 21, 2007 (17) Comment

I have joined both UPromise and BabyMint and have accumulated more than $400 of rebates with UPromise since 2004 when I actually started to use my Citi UPromise card regularly though I had the card and joined the program in 2002. I didn’t use BabyMint a lot, not because UPromise is better (well, in some [...]

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Moringstar: The Best and Worst 529 College Savings Plans

Posted by Sun on March 7, 2007 (2) Comment

Early last week, Morningstar released its annual evaluation of 529 college savings plans. According to Morningstar, qualities of 529 plans continued to improve in the past couple of years as plan providers reduced fees (both Fidelity and Vanguard have lowered fees of their college savings products) and eliminated high-price offerings. Good news for parents who [...]

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Changes to Fidelity UNIQUE College Investing Plan

Posted by Sun on December 3, 2006 (3) Comment

Before I applied for the then Fidelity 529 College Rewards MasterCard (now Fidelity 529 College Rewards American Express Card) back in March, I opened a 529 plan with Fidelity in order to invest the 2% rewards I could earn from the card. The plan I chose was Fidelity UNIQUE 2024 plan (which is also Fidelity’s [...]

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