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Education Funding

  • Do you understand the various education funding options?

  • Do you understand the impact of your funding choices on the other options available to you?

  • Will the ownership of your family’s savings accounts affect the financial aid available to you?

Saving for college is a significant financial planning issue for most families. Median family income has not increased nearly enough to keep pace with rising college costs. And while there are numerous sources of funding available, identifying the right mix of alternatives and maximizing their use is a complex and confusing process. The good news is that there are ways for families of any income level to effectively save for future college costs, and we can help you determine the best way for you and your family.


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