In his recent article for the New York Times, Ron Lieber explains that upper-middle-class families should not rely on financial assistance for their children's college education. Financial aid formulas largely benefit those with low income, not those with higher income but low investment assets. He cautions families to save for college expenses where possible.
We help families build a college nest egg. Utilizing our tax and investment expertise, we evaluate different savings vehicles, including 529 plans, taxable accounts and retirement plans so clients can make informed decisions. We then assist with the investment of your educational strategy to help you reach your college savings goals.
Why It Makes Good Sense to Save for College Now