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

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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
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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