Overview
College planning sits inside your bigger financial picture. We help you weigh 529s, Roth IRAs, cash-value life insurance, and aid strategies so you support your kids without derailing your own future.
What you can expect
- ◆Side-by-side comparison of funding vehicles
- ◆Coordination with financial aid and tax credits
- ◆Strategies that preserve retirement savings
- ◆A realistic target based on your family's actual schools
Questions worth asking
- ?Are you using the right account for college dollars?
- ?Could you accidentally hurt financial aid eligibility?
- ?What happens to the plan if your child doesn't use it all?