5 - Education Planning

Parents and grandparents want the best for their children and grandchildren, especially when it comes to quality education. With college costs rising exponentially every year, it becomes harder and harder to fund those education goals. By participating in education planning, we can devise a strategy to best fund your child's education by saving, investing, and using financial aid & loans to your best benefit.

Education funding is actually one of the easiest financial hurdles to overcome. However, because there are so many options available, it is important to work with a financial professional to determine which one is best for you. Not only do you need to consider the type of education you're funding, but also what limits apply to those vehicles, gift tax situations and how contributions will affect your overall tax return.