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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.

 
Is College Worth It?

Is College Worth It?

The decision to attend college is a serious one, and it has lifelong implications. Changes in the US economy and employment market, along with a revolution in technology, are causing high school graduates and their families to carefully weigh the costs and benefits of a traditional college education.