Education Planning Resources

New to college planning? See below for helpful information on the different savings vehicles available, financial aid, college costs. To learn more about our Education Planning services, click here for information on what we can do to help.

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Saving for College: Getting Started

Saving for College: Getting Started

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<p class="">Maven Lane: College Cost Calculator

Maven Lane: College Cost Calculator

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Education Funding Options

Education Funding Options

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Creative Solutions to Lower College Costs

Creative Solutions to Lower College Costs

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529 Plans: The Basics

529 Plans: The Basics

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529 Plans: Pros &#38; Cons

529 Plans: Pros & Cons

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Financial Aid: The Basics

Financial Aid: The Basics

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Applying for Financial Aid

Applying for Financial Aid

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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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