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Save for College and Reduce the Cost: Asset Structuring Strategies for High-Income Families
I work with high-income professionals like you who have dedicated years of hard work to building assets, securing your family’s future, and providing your children with the best opportunities possible. But when the time comes to look at colleges, I’ve seen the sticker shock families feel when they realize many top-tier institutions now approach or exceed $80,000 per year. The [...]
Celebrating 529 Day: A Look at Education Savings
May 29th is quickly approaching, so let’s celebrate 529 Day with a look at this unique financial tool and how it could help benefit you or your family. A 529 plan is a tax-advantaged investment account designed to help save for future education expenses. So whether you’re considering how to set a grandchild up for college education or considering a [...]
