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Name something worth investing more in than your child's future.
College is getting more and more expensive! Education planning can help you prepare for these expenses and could also safeguard your retirement funds.
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KNOWLEDGE IS POWER
Education planning tips to start with.
Don't Deplete Your Nest Egg
Don’t count on your retirement funds or your home equity; it will not help to deplete your nest egg.
529 Plans are Your Best Friend
Look into 529 College Savings Plans as they are a great option to build education savings.
Early Bird Gets the Worm
Consider saving early when your child is young as it increases your risk tolerance.
Take Advantage of Tax Benefits
Learn how to use the education savings plans for tax benefits; it can have a significant impact on how much you save.
Don't Bet Your Life on It
We recommend not including life insurance as part of education planning.
Get the 360 View
Make sure you understand the risks and rewards of your education savings plan.
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Customized Planning Revolved Around You
We will help you determine your options and understand the rewards and limitations of each one so that you can make an informed decision. We'll also help you avoid costly mistakes such as borrowing against your 401k which can disqualify you from your company’s pension plan.
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We have Answers
Education Planning Frequently Asked Questions
Is there a maximum amount of funds that can be contributed to a 529 plan?
Who can contribute to 529 plans?
Why are 529 plans a good option to pursue for education planning goals?
Will 529 savings plans affect a student's chance to qualify for financial aid?
Use Automatic Savings Programs to Reach Your Financial GoalsSavings so easy you don't even think about it.
Don't Make the Mistake of Delaying Saving for EducationYou literally cannot afford this mistake.
IRA or Roth IRA?Weigh your options and choose the best for you
We’ve created an extensive resource center to help you make the most of your money!