EDUCATION PLANNING

Kids go from Kindergarten to College in the blink of an eye.  Start saving today.

Flexible Financial Planning.

It's no secret that education costs increase significantly each year. Your children's education – as well as your current and future lifestyles – depend on how you plan for it.

Believe it or not, mistakes in planning for college can inhibit your child's (or grandchild's) ability to get financial aid. Whether you are planning for college or looking to enroll your student in a private school, you want to make sure you are saving the right way.

Nisivoccia Wealth Advisors work with you to develop flexible and tax-efficient plans for education. Even if college seems like a lifetime away for your newborn, the earlier you start investing, the better.

 

Education Planning services offered include but are not limited to:

  • 529 College Savings Plans
  • Trust Services (UTMA/UGMA)
  • Various others including family gifting

Latest Education Planning Articles

business professionals reviewing business documents

Coping with College Loans

College Loans: Paying them down and managing their financial impact. Is student loan debt weighing ...
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Upcoming Education Planning Events

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