Education
Planning

A realistic strategy for funding the higher education of your children should be reflected in your comprehensive financial plan. We’ll help you determine a funding objective that is both concrete (i.e., not simply a generic goal of “paying for all my children’s education”) and flexible. At the same time, your plan should balance other priorities, such as your lifestyle and retirement goals.

Planning should include a review of the several types of accounts that can help you save. Some offer significant tax benefits but potentially at the cost of higher expenses. Some offer lower expenses but potentially more taxes. While growing the fund is paramount, it is also important to select the type of account most beneficial within your overall financial plan.