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Education Planning

Our education planning services involve creating a customized plan to help clients save and invest effectively to fund their educational expenses. We analyze the cost of attendance, projected inflation, and other factors to provide recommendations that help achieve educational goals while balancing other financial priorities. This may involve setting up a 529 savings plan, selecting appropriate investments, and developing a strategy for maximizing financial aid.

Estimating the Cost of College

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.
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The Half Million Dollar Baby

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.
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What Can You Buy With 529 Distributions?

What Can You Buy With 529 Distributions?

This article can be a helpful guide when begin preparing for education expenses.
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Financial Aid for Students 101

Financial Aid for Students 101

Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
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Exploring the Federal Student Grant Program

Exploring the Federal Student Grant Program

In this article, explore the benefits of the Federal Student Grant Program.
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Strategies for Managing Student Loan Debt

Strategies for Managing Student Loan Debt

Five strategies for managing your student debt.
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Should You Tap Retirement Savings to Fund College?

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.
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