Is Educational Planning on Your Radar?

Educational planning is a way to think ahead about your children’s future learning opportunities and invest strategically so there will be money to support their college plans. This type of planning is part of the larger picture of financial planning.

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There are many ways to go about educational planning, from savings to investing. Many people start by purchasing a life insurance policy for their child that gains cash value as it matures. While this alone won’t pay for college, it’s a place to start.

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It depends on how many children you have, their current ages, and your preference for their future education. You’ll need to choose investments that deliver returns that are both sufficient and timed appropriately. We can help.

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A 529 savings plan helps save for your child’s future. As a college savings option, it may need to be supplemented by investments. Our CFS* representatives can help you determine how a 529 may fit into your educational planning.

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Unlike 529 plans, Education Savings Accounts (ESAs) can be used for elementary and middle school costs, which can be helpful if your child has an individualized education plan (IEP) or 504 education plan to help them navigate learning challenges.