It’s important to be thoughtful and strategic when it comes to financing a child’s or grandchild’s education. For the last 30 years, college tuition prices have outpaced the overall rate of inflation and families are often unprepared for the hefty price tag of continued education. Or worse, so overwhelmed by the intimidating price tag they take no action.
At Kensington Wealth Partners we’re here to partner alongside you to develop a plan that works for your family without breaking the bank. For example, a 529 College Savings Plan can provide you with a smarter way to plan for a child’s college education funding, offering tax-advantaged savings, flexibility, control and professional investment management. We’ll work together to quantify the amount to capture, then identify efficient techniques to hep make this goal toward reality.