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106 Things We Do For Clients, No. 90

No. 90 of 106 Things We Do For Clients

Educate you on college savings and financial aid options.

We will help you understand the various tax-efficient ways to save and invest for your children’s education. We will assist you in figuring out what college will potentially cost and will help you come up with a specific plan for accumulating the funds needed to support your children. We will also help you clarify your philosophy toward paying for college and introduce you to various college saving options that are proven to increase both what you can save for retirement and a child’s GPA. Another aspect we may help with is giving you guidance to understanding the myriad of pitfalls and requirements around financial aid.

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