When you need Education Planning, we can help with long-term planning to ensure you’re ready when your children are.  This may include Cash Flow Analysis for everyday budgeting and types & amounts of savings recommendations.

The following resources will help you plan and save for college expenses:

• The ABC’s of College Funding
• College Savings Calculator
• Federal Student Aid at a Glance (2014-2015)
• In-State vs. Out-Of-State
• Ways to Save for College
• 529 Basics
• Saving vs. Borrowing

We help our clients understand the differences between saving for tuition and living expenses and strategize on budget solutions to help meet these savings goals.