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College Education Planning
One of the most valuable gifts you can give a child or grandchild is an education. At Exemplar Financial Network, we help you construct a comfortable plan to save and invest for college. Today there is an enormous amount of information regarding college funding. Having so much information available at your fingertips, especially given the variety of funding programs and their complexity, can make analyzing all the information that much more difficult.
When the time comes, our professional financial advisors offer sound guidance and advice to help you through the complicated world of loan applications, grants, scholarships and help you determine which innovative tax advantaged solutions may be available to use as college savings vehicles. We’ll offer answers and trusted advice on all of your questions such as:
- How much do I need to save for my children’s college education?
- What do I need to know about 529 plans?
- I have a Coverdell IRA, aren’t the rules changing?
- Can I plan for scholarships?
- 529 plans vs. prepaid tuition?
- What do I need to know about UTMA / UGMA accounts?
