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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

Exploring the Federal Student Grant Program

Exploring the Federal Student Grant Program

In this article, explore the benefits of the Federal Student Grant Program.
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What Do Your Taxes Pay For?

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.
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Estimating the Cost of College

Estimating the Cost of College

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