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Education Planning


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Making the Right Moves Now

Making the Right Moves Now

Funding your child’s college education seems like a daunting task when there are many competing financial needs. Creating an education plan with specified goals and timelines is essential, so you have the necessary reserves when the time comes. A college savings plan is a life preserver in a sea of otherwise crushing student loan debt.

A financial advisor walks you through building a solid foundation for paying for college tuition and related expenses. Preparing ahead of time makes the college years a cause for celebration instead of endless worry.

College Planning Solutions

The path toward workable collegiate funding starts with selecting viable savings options. A 529 account is an important way to save for college and withdraw funds tax-free when used for education purposes. There are essential gift tax benefits from a 529 plan that allow for sizeable contributions. Investment and money market solutions are additional ways to save money. Education planning is unique to individual circumstances, and an advisor customizes a plan that fits your needs. The primary objective is to save over time with room for flexibility and still achieve your overall goal.

Maven Lane Financial Group is ready to help you with funding decisions, so your child can attend the right college without overwhelming out-of-pocket expenses or debt. Contact us to learn more about our college planning services. 

College Savings Options

It is important for parents to start putting money aside for college as early as possible. But where should you put your money?

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Maven Lane College Planning

Schedule an appointment with Amy to discuss the different college savings options, estimate college costs, request a scholarship estimate report, and more.

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Applying for Financial Aid

Even if your child is nearing college and you do not have a sufficient savings for their education costs, scholarships and financial aid can help alleviate some of their costs.

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Prior to investing in a 529 Plan investors should consider whether the investor's or designated beneficiary's home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in such state's qualified tuition program. Withdrawals used for qualified expenses are federally tax free. Tax treatment at the state level may vary. Please consult with your tax advisor before investing. Non-qualified withdrawals may result in federal income tax and a 10% federal tax penalty on earnings.

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