Principles in Practice: Have a Long-Term Plan

We were delighted to help a young family determine the most appropriate way for them to save for the college education costs of their two young sons. Once we determined that the College Savings 529 Plan was the best tool for their situation, we identified the right State program to use, along with the tax deductible monthly contributions that would meet the goal.  They followed our advice and now are well on their way to providing a great education for their sons down the road.

Click here for a college savings calculator.

< Back to Updates