College Planning

Going to college is more than taking classes. It's also about living independently and managing your expenses. Our advisors can help prepare for this new stage of life. It can be challenging even if you have planned for it.

Higher education is an important investment and a choice to be considered carefully. Student loans can be costly and difficult to pay off. Deciding to pursue higher education and the path to a successful career varies from person to person. Tuition prices escalate and the cost of college seems to increase to the point of being out of reach.

529 plans and Coverdell Education Savings Accounts are two investment vehicles specifically designed for education expenses. Your investment can accrue free of federal income tax. The beneficiary can use this to pay tuition and other school-related costs. The money invested can be used for many expenses beyond tuition—including books, school supplies, and computers.