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Education Planning

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A single parent smiling with their child talking about college planning.

College Planning for Single Parents

Learn the simple steps you can take right now with college planning to ensure a bright and financially secure future for your children. You don’t have to wait until your child is older to start planning for college; in fact, the earlier you start saving up for tuition costs, the better! Having a plan in place provides more flexibility when your child graduates and helps you maximize your savings over time. That’s...

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A college student saying goodbye to his family who's about to leave for school.

College Planning for Families With Different Incomes

No matter your family’s level of income, you have options when it comes to education planning. The idea of saving for college can be exciting, but higher education is a significant expense that requires smart financial planning for tuition, room, board, books, and overall living costs.  So, where do you start? Your family's income level and other investment goals will determine the right approach to college planning. Learn how you identify and implement...

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A woman and her two daughters putting coins into a piggy bank, symbolizing college savings.

Unlocking Tax-Efficient College Savings

Discover how you and your family can utilize tax-efficient savings plans for college. The cost of attending college continues to rise each year. Now, it's more important than ever for parents and students to exercise proactive college tuition planning.  This usually begins with a well-structured college savings plan and understanding the nuances of tax-efficient strategies that help boost savings, minimize tax burden, and make your money work for you.  Why College Savings Are...

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