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Education Planning 

From saving, to preparing your children for college life, to helping them manage their student loans, the college process can be daunting. We’re here to help you navigate the process and make sure you stay on track to meet your goals. 

Our advisors will talk with you about your savings goals and help you set up an age-specific portfolio in a tax efficient 529 college savings plan. Your plan will include a detailed explanation of how much you would need to save each year in order to meet your goals, as well as a look at how this coincides with your overall retirement plan. One thing that is often overlooked is how paying for college may negatively impact your retirement savings. Seeing how the two work together will help you make the best decisions for you and your family. As your children get older, we will revisit your goals periodically and adjust our strategy as necessary.

We hope the following articles and presentations give you some basic information about college planning, but we invite you to contact us to set up a meeting or ask any additional questions you may have.

<p>Saving for College 101</p>

Saving for College 101

Here’s a crash course on saving for college.
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<p>A Cheat Sheet for Sending Your Kid to College</p>

A Cheat Sheet for Sending Your Kid to College

Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
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<p>Strategies For Managing Student Loan Debt</p>

Strategies For Managing Student Loan Debt

Five strategies for managing your student debt.
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<p>Countdown to College</p>

Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
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The Right Plan for Retirement Starts With the Right Information

The Right Plan for Retirement Starts With the Right Information

Do you know how to:

Determine your actual costs in retirement?

Control and minimize debt?

Build your assets?

Save enough money before you retire?

Have the income you need after you retire?

Get the answers you need in our free guide, Five Ways to Stay Confident in Retirement.


Will Your Insurance Be Enough To Pay For College If Anything Happens To You?

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For more information about our firm and the services we offer, send us an email or call the office. We would welcome the opportunity to speak with you. | 781-743-2600