Plan Properly for Education

The benefits of higher education are clear. On average, a person who receives a college education earns about 89% more than one who does not.* Proper planning and foresight is necessary in order to truly open up educational opportunities. The team at Millstone Evans can help create the plan that's right for you and the students in your life.

In light of rising higher education costs, it's important to have a savings plan in place that accounts for inflation and future expenses. There are two great alternatives available, made more attractive by current tax law: education savings plans (formerly called education IRAs) and 529 plans.

In our view, everyone who is saving for children's or grandchildren's educational expenses should consider using one or both of these alternatives. Of course, we understand that each situation is different. By working with you, we will tailor an education savings plan that takes all of your circumstances into consideration.

For additional information on options for financing education, please visit our Knowledge Center.

For more information, or to schedule a confidential, no-cost, no-obligation meeting, contact us today.