Education Planning

The cost of education has been increasing at over twice the rate of inflation for the last 20 years, making saving for college difficult. At the same time, there are numerous tax-beneficial savings vehicles as well as loan programs available to you and to your children. Education planning today has become quite complex.

 
  • Are you aware of all the tax-free savings opportunities available for students? We help you learn about them and determine which are best for you, including those for primary and secondary schools.
  • Looking for the best 529 Education Savings Account? Let us help you evaluate and choose from among the more than 40 plans available today.