Education Planning

With more students graduating from college with thousands of dollars in student loan debt, funding an education can be one of the most impactful investments you can make. No matter how much time you have before the first tuition payment is due, we can help you plan for funding education in a way that makes the most sense for you and your family.

Strategies for Education Planning

Understanding Where You Are

Who is the education for?
Is your student eligible for merit- or need based aid?
How much of the education do you want to pay for?
How long before your funds are needed?
How does this goal impact your other financial goals?

Creating a Plan

Determining the best plan based on your timeline
Identifying best-fit funding vehicles
Examining strategies that can maximize your gift while minimizing its impact on your taxes

Evaluating Your Plan's Performance

Reviewing the performance of your funding vehicle(s)
Benchmarking your progress against goal

Resources for Education Planning

How Should I Save for My Child’s Education?

Five vehicles that can help you make the most of saving for college.

Learn More

Four Ways To Use Leftover 529 Money

What to do with a 529 education savings plan when there’s no college left to spend it on.

Learn More

What You Can (And Can’t) Pay for With 529 Funds

529 plans are useful tools for funding an education – but knowing which expenses you can use the funds on is crucial.

Learn More

Let us help you plan for what's next...

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