education planning

Education Planning

Education planning is the establishment of a plan to finance the future educational needs of a family member. While there are numerous vehicles with which to save for regular and higher education expenses, each product has benefits and limitations that can vary from tax sheltering to growth potential to ownership control. Each educational aspect needs to be evaluated within the plan thoroughly to help your external benefits, such as awards and scholarships are still accessible as education costs increase over the years.

your future begins now

start planning today