Education Planning
Whether you’re saving for college, graduate school, or for private secondary education, we can help you plan for those expenses. Tuition inflation can be high, so we factor in the true cost of education today to plan for your family’s needs.
We can help you answer questions like:
- How much do you really need to save for college?
- Should you use an UTMA/UGMA custodial account or a 529 plan?
- Which 529 plan should you select based on taxes, investments, and fees?
- What are the tax implications of using a 529?
- What happens if your child or grandchild doesn’t use all the funds in their account?
- How does a 529 or UTMA/UGMA custodial account impact your child’s/grandchild’s ability to qualify for financial aid through the FAFSA?
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