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Educational Savings Planning

Key Questions to Consider

The process around saving for higher education can be confusing and come with many questions. To talk through your questions, contact us to schedule an appointment.  Key questions to consider: 

  1. Who's balance sheet is affected by education costs?
  2. How does a 529 Plan work?
  3. Should I take money from my retirement account to pay for my child's college?
  4. How much does college actually end up costing?
  5. What is the best way to pay off student loan debt?
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