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

What If Your Kids Decide Against College?

Rising college costs prompt students to seek alternatives; 529 account funds can be used for other education options.

Learn More

What Can You Buy With 529 Distributions?

This article can be a helpful guide when beginning to prepare for education expenses.

Learn More

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.

Learn More

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