For our kids, grandkids, or ourselves we want a good education so they’ll have great jobs and careers. Often, large amounts of savings are needed to afford good schools, have enough to complete all years required, and get the degrees or certifications we desire. In education planning we answer the questions:
✓How much will school cost? ✓How much can or should I save? ✓Can I start with just a little if that’s all I can afford right now? ✓If I save too much will it affect financial aid from the schools? ✓What’s the best way to pay for school? ✓How can my kids afford to go to the ‘expensive’ school they want? ✓I have a few children, how can I have enough to help them all? ✓What types of accounts should we use to save?
Whether you want Ivy League, trade or state school; you’ll need a plan. Together we’ll make an education savings plan that gets you on track while balancing your other goals (like having enough to retire someday).