College Planning

College planning is a very personal decision. Some parents choose to delay their retirement in order to pay 100% of their children’s college expenses. Other parents choose to focus on their own retirement, paying for college with anything left over. But most parents are doing something in between, trying to find the right balance.

Regardless of your approach, we can explain the tools available to fund college in the most tax-efficient manner. Further, we’ll help you avoid certain strategies that may negatively impact your child’s ability to secure financial aid.

Some questions we can help answer:

  • How much will college cost?
  • How can I choose the best 529 account?
  • Can other relatives set up a 529 account for my child?
  • What happens if my child gets a scholarship, or doesn’t go to college at all?
  • What about UGMA / UTMA accounts?

“Someone's sitting in the shade today because someone planted a tree a long time ago”

Warren Buffett
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