Education Planning

All of us want the best educational opportunities for our children and grandchildren, but there are so many choices! What’s the best way to invest for college? Should you do a state-sponsored 529 plan? Should you consider an out-of-state plan? Should you have custodial asset accounts for your kids? How and when do you begin these investment programs? What about using low interest home equity loans? How does one potentially navigate the dreaded FASFA forms?

It’s never too early to plan for our next generation of leaders. At Schiffman | Grow & Co., we will help you create a college education plan specifically tailored to your needs. We’ll help you understand how the overall process works, and suggest solutions that will be tax-efficient. Let us be a part of your next graduation ceremony!