All About College Planning

Our college planning content was created to help provide resources and tools to support you throughout your life journey.

Maximizing the Savings with 529 Plans

Building Wealth, College Planning

One huge change in the recent Tax Cuts and Jobs Act applies to 529 college savings accounts. Up until now, 529s have been chiefly used as savings vehicles for college expenses. Now there is another way you can use a 529: to pay K–12 tuition. What does this mean for you? If your child is [...]

Grandparents and the 529 Plan

Building Wealth, College Planning

Without a doubt, one of the biggest challenges our younger clients face is the prospect of funding college education for their children. We hear from many parents who feel as though this is an unattainable goal. That’s understandable. The average annual cost of college in the U.S. for a public in-state university is around $25,000 [...]

Getting Yourself College Ready

Building Wealth, College Planning

Whether it's your first child or your last-child, sending your kids off to college can be challenging, emotional and at times extremely stressful. One of the most important things that you can do to make this transition easier is to be prepared. If you have young kids, college seems like an eternity away. Let me [...]