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.