Education Planning
Private schools, college and post-graduate costs continue to outpace average inflation – and this trend shows no signs of abating.
Since 1985, the inflation rate for higher education has more than quadrupled the general rate of inflation (115% vs. 500%). That’s why constructing an Education Plan early, funding it consistently, and investing assets wisely is more important than ever, regardless of whether you’re planning for your children to attend a public or private university, or have hopes for a private school education before college.
We’ll help you craft a plan that:
- Starts with your vision of education
- Considers your current cash flow and lifestyle needs
- Identifies your best tax-advantaged savings vehicles
- Leverages education-related tax deductions & credits
- Explore additional sources funding
- Considers your time horizon with respect to investment strategy