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  • Home
  • About Us
    • Chris Hardy
    • Tracey Ann Gordineer
  • How We Work
  • Our Services
  • Media
  • Contact Us
  • Appointments
  • Client Login
    • Financial Plan Login >
      • Financial Plan Login
      • Pre-2019 - Financial Plan Login
    • Investment Account Login >
      • Schwab
      • Pershing & SSG
    • 401k Login >
      • Guideline
      • Employee Fiduciary
  • What We're Reading Now

What Issues to Consider to Fund my Child's College Education?

What Issues to Consider to Fund my Child's College Education?

This checklist covers 20 of the most important planning issues to identify and consider when a client is trying to determine how to fund their child’s college education. It’s structured as follows:
  • Financial Aid Issues
  • Funding Issues
  • Qualified Account Issues
  • Tax Planning Issues

Download your checklist below!
what-issues-should-i-consider-to-fund-my-childs-college-education-2022__1_.pdf
File Size: 163 kb
File Type: pdf
Download File

What Next?

If you have some lingering questions after reviewing the checklist, feel free to schedule a call or come in for a review. You can use the links below.

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