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College Planning

Many parents and grandparents want to plan for future college funding while still saving for their retirement. We seek to strike a balance between the immediate need for college planning and future retirement goals. We can help clients determine appropriate strategies for their family, be it a 529 plan, Educational IRA, Coverdell Educational Savings Plan, or other option.

 
SAVING FOR COLLEGE 101

SAVING FOR COLLEGE 101

Here’s a crash course on saving for college.

A Cheat Sheet for Sending Your Kid to College

A Cheat Sheet for Sending Your Kid to College

College marks a great milestone in a child’s life. It may be the first time he or she will live away from home. Dropping off your child at college may be an experience loaded with emotions, so here are a few tips for a smoother transition.

What Can You Buy With 529 Distributions?

What Can You Buy With 529 Distributions?

Some of the biggest challenges many face when it comes to education are financial. Luckily, a 529 college saving plan can help. And they're not just for college anymore - added to the tuition eligibility are K-12, private and religious schools. These funds can also be used for four and two-year colleges, trade schools, graduate programs, and some international institutions.