Education Planning

Education Planning

You and your family can look to the future far more positively when you have a well-planned strategy for education costs. With a plan that features a CPA financial planner’s tax savvy investment advice and guidance, you can realize your education funding goals and reap the benefits they deliver, including:

  • Create a timely, diverse college investment strategy designed around your financial resources, child’s age, risk tolerance and projected educational costs

  • Explain tax credits and deductions that can defray education costs, and the tax implications of education-related investment and savings decisions

  • Recommend ways for the student to become involved in the planning process and contribute to the education fund

  • Keep your plan updated to reflect changes in your employment situation, investment options, savings plans, financial-aid requirements and tax laws

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