Your financial journey is unique. It is full of testing your limits, rewarding experiences and dusting off your knees. You are resilient! You work hard for your money and you deserve to keep it. Partner with someone who is going to walk you through your options and take the time to explain how your choices will impact your goals.
We listen! Our client’s perspectives, questions and situations are different and our goal is to provide a custom approach that truly meets your needs. We are passionate about taxes and your peace of mind is important to us.
No matter where you are in your journey, we are here to guide you and to earn the right to be your trusted advisor.
Attending College
One of the largest expenses that you will encounter is paying for college. Being aware of potential tax savings can help to reduce the burden of tuition. Let’s explore common ways to reduce your taxes.
Saving for college – an overview
Qualified tuition plans are sponsored by states, state agencies and educational institutions. There are two types of education savings plans, also known as 529 plans: prepaid tuition plans and education savings plans. Prepaid tuition plans allow you to purchase credits at current prices and are quite limited in scope. Education savings plans are made through setting up an investment account and can be used for a greater variety of college related expenses.
