Mary G. Morris

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

[Mary G. Morris @529ceo]

Thanks to @nytimes & @AnnCarrns for this in-depth focus on changes coming 1/1/2026 to eligibility for an ABLE disability savings account. At @ABLEnowVA we are geared up to help more individuals take advantage of the unique benefits of having an account! https://t.co/Q2wOVLN40R

[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 https://t.co/hUN6CL9Ych

[Forbes Finance Council @ForbesFinanceCl]

Closing The Retirement Saving Gap: The Power Of State Auto-IRAs https://t.co/zYUJUroPCg Written by @529ceo of @virginia529

[Mary G. Morris @529ceo]

@RepSmucker @RepDonBeyer More information on the proposed ENABLE Act, which addresses three ABLE tax advantages set to expire at the end of 2025, from @ABLEnowVA: https://t.co/6ioHJraUar

[Mary G. Morris @529ceo]

ABLE accounts play a crucial role in breaking down barriers to economic independence for individuals with disabilities. We fully support efforts to ensure these important ABLE provisions become permanent. https://t.co/YhMC8exv2m #ABLEtoSave @RepSmucker @RepDonBeyer

[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. https://t.co/ozMfT5ofqB

[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. https://t.co/odCoED4H4B

[Forbes Finance Council @ForbesFinanceCl]

Empowering Financial Independence: Celebrating ABLE Savings Day https://t.co/sYdr39huZQ Written by @529ceo of @virginia529

[Mary G. Morris @529ceo]

Tomorrow (8/14) marks the 1st #ABLESavingsDay, organized by @StateTreasurers to promote financial empowerment for people with disabilities. Read my latest column in @ForbesFinanceCl about how ABLE accounts provide a pathway to financial security. https://t.co/4uE9nE5G0n

[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! https://t.co/HP5ANyHwZf

[Mary G. Morris @529ceo]

.@VirginiaCorps is offering free virtual #FAFSA (Free Application for Federal Student Aid) assistance appointments to any high school senior in Virginia through June 28, 2024. Learn more at https://t.co/y7CXTzT6IK.

[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 https://t.co/HqCMhDfFBa

[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. https://t.co/o3iPbblY7s

[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 https://t.co/zyMbuWbAgI

[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

[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. https://t.co/lIwUjqckb8

[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 @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 https://t.co/Y3QcqTMcZf.

[Mary G. Morris @529ceo]

This is a great article featuring Vivian Tsai/@CSF529 in the @PittsburghPG about how parents are warming up to the idea of e-gifts for their children’s education. https://t.co/5YPaZyDVWK

[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. https://t.co/u6VRrLix8R