Education Planning Strategies

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College and education planning is an area that many families struggle with. The choice of whether or not to fund college, how much to save, and where to save can have a significant impact on your own long-term financial plans.


Strategies for funding. Will you fund your child's education through investment and saving, tax credits, scholarships, loans, or future cash flow? Can you save to accounts that have multiple purposes, or are education-only accounts the most appropriate place to save?



Know your education goal target. We recommend having a conversation with your child (when you can!) about an amount of money you may contribute, which is different than saying you will fund 100% of everything.


From that starting point we can come to answers as far as how much we should save, how much we may be able to fund from future cash flow, and how much we may consider other sources.



For additional information please see our Services pages.

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