College Planning

Even with all of your savvy college shopping and research about financial aid, college costs may still be prohibitive. At these prices, you expect you'll need to make substantial financial sacrifices to send your child to college.

These are some of the areas we can help with:

The ABCs of 529 Plans If you're already saving for college, you've probably heard about 529 plans. 529 plans are revolutionizing the way parents and grandparents save for college, similar to the way 401(k) plans ...

The Best Ways to Save for College In the college savings game, all strategies aren't created equal. The best savings vehicles offer special tax advantages if the funds are used to pay for college. Tax-advantaged strategies are ...

How Student Loans Impact Your Credit If you've finished college within the last few years, chances are you're paying off your student loans. What happens with your student loans now that they've entered repayment status will have a ...

Choosing a College Savings Plan With so many 529 plans to choose from, you'll need to ask a lot of questions in order to select the best plan for you.

Estate Planning and 529 Plans When you contribute to a 529 plan, you'll not only help your child, grandchild, or other loved one pay for college, but you'll also remove money from your taxable estate. This will help you minimize ...

More examples can be found here.

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