Hi there! As school has gotten back into session, we believe it is the perfect time to update your education planning analysis See below for a brief video walk through from our team of what this looks like in our newest financial planning tool. Education Planning Video This process can help us answer some daunting questions…. How much is college going to cost? How much should we be saving? What if Grad School is on the horizon? When should I start planning for this expense? - Our technology enables us to plan for the future cost of your child’s college tuition and then test to see if you are on track to fund your education goals with 529 plan.
- Allen will be reaching out to customize this report for you to take into consideration potential scholarships, specific college selections, out of state vs. in state tuition, and many other things that would be unique to your situation, and to see if anything has changed from past analysis.
- We will then be able to diagnose if you’re on track to cover the costs.
- Allen will also be going over the basics of your 529 Plan, the tax benefits that are involved in using them in your state, and what the funds can and can’t be used for down the road.
Education Report - Sample Client We hope you find this dedicated time to touch on your education plan valuable, and Allen is looking forward to speaking with you soon! Best, Michael and Adam |
