Planning for a child's future

Supporting a child’s education can be one of the most rewarding aspects of success and one of the most important elements in your financial plan. With rising inflation and the high cost of education, your plans to contribute to higher education for your children may require an early start.

There are a variety of investment vehicles and tax-efficient options that can help you prepare for future education costs. Our knowledge and professional guidance can help you analyze the tax benefits, ownership structure, risk and contribution limits involved – even what to do with your leftover education funds if your aspiring academic earns a scholarship.

Did you know 529s are powerful estate planning tools?

These versatile savings accounts might be the estate planning vehicle you need to learn about.
Family & Lifestyle

What you need to know about student loan forgiveness

08/24/2022
President Biden's student loan relief exceeds expectations, said Ed Mills, managing director and Washington policy analyst for Equity Research.
Economy & Policy

How do SBLs stack up to student loans?

You’ve likely heard of student loans and 529 plans to cover tuition costs. But there’s another innovative option worth considering.
Family & Lifestyle

Which education expenses are considered qualified?

Learn more about what the savings in a 529 plan can help pay for.
Family & Lifestyle