1700 South El Camino Real,
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.
Maven Lane: College Cost Calculator
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?
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.
Applying for Financial Aid
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.