College & Education
Starting early is an important step you can take to ease the burden of meeting college costs. However, even if your child is approaching high school graduation, there are still some steps you can take to prepare for financing this important asset.
College costs have historically exceeded the general rate of inflation.
Here are several key factors which we consider before suggesting to set up an account to fund a college education:
How much do you want to save?
What are the tax benefits of the account you have chosen?
Do you want to save in your name or your child's?
Please call us to discuss more details about
Education Expenses / Credits