Broker Check

Education Planning

Everyone wants to help their children, grandchildren, nieces and nephews realize their dreams - whether it's to become an astronaut, engineer, teacher or technician. 

Everyone also knows how expensive college can be. Four years at a private school can cost around $137,000 and four years at a public school can cost roughly $64,000.

There is Good News

No matter how much you earn, you can take advantage of a tax-advantaged college savings plan. You now have more flexibility to manage your college investments. While paying for college is harder than ever, changes in the tax law have made saving for college easier than ever. 

Come in and talk to us about saving for college, college financial aid, tax credits, completing FASFA forms, etc. We'll help you plan for your child's dream. You do have options, including: 

  • 529 Plans 
  • Education Savings Accounts 
  • Custodial Accounts 
  • IRA Withdrawals for Higher Education Expenses 
  • Education Tax Deduction for Higher Education Expenses 
  • Education Tax Deduction for Interest Paid 
  • Hope credit and Lifetime learning credits 
  • FASFA Forms 
  • Exclusion of Interest from U.S. Saving Bonds