• Education Planning

    Saving for Education

    Knowing how much you will need to save for your children’s educations is an important component of strong financial planning.

Education Planning

Whether you are a parent or a grandparent, you may consider being able to assist your children or grandchildren toward quality elementary, secondary and college educations an important financial goal. As tuition costs increase, starting to save for education is key.

At Bill Few Associates, our education planning advisors can project educational costs for public and private institutions, then recommend savings plans and investment vehicles that would be best for you to meet your goals.

The good news is, there are many educational and college savings plans available to help you get started.  Some of the educational savings plans we often review with our clients are 529 college savings plans, Coverdell Education Savings Accounts (CESA), Custodial Accounts (UTMA), and education IRAs.