College Funding

Like you, no doubt, I have a lot on my mind from day-to-day but one important concern does not cause me needless stress or worry. That's because my wife and I have already started an appropriate college-funding program for our young son and daughter. Even though more than a decade will pass before he makes his way to a college campus, we are keenly aware that our son's expected tuition, in 2021, will make today's average costs of $24,000 a year look almost quaint and nostalgic!

There is a better way to tackle the outrageous cost of higher education, however. You can take advantage of several options that will allow you to feel truly confident in your education funding planning. Whether it's through a combination of

  • scholarships,
  • financial aid,
  • personal savings,
  • 529 plans,
  • loans

I can help you make the gift of helping to fund your child's college education as black and white as chalk on a blackboard.

Call me today to discuss the goals you have for funding your child's education.

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Depending on your state of residence, a particular 529 savings plan program might not afford you state tax benefits. As with all tax-related decisions, consult your tax advisor, 529 Plans are state-sponsored investment programs.