Saving for a Child's Higher Education
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Saving for a Child's Higher Education

The AEPG Difference: Successful college funding strategies from Bachelors degrees to PhDs

 

Education is more expensive than ever…and current trends suggest that the price tag for a college degree will only continue to increase.  Saving enough money for college may be one of the greatest financial burdens you will ever face.

Projected Cost of Education

 


AEPG Can Help you save for your child's education!

Our planning experts offer independent, practical advice to help you structure implement, finance, and manage a successful college education funding plan – right up to graduation day.

AEPG's Approach to Education Planning

  • We help you develop a strategy for savings for your child's college education in light of your overall wealth management and personal finance priorities.
  • We perform financial modeling and analysis to establish your savings targets.
  • We establish an education savings plan to achieve your goal.
  • We help you understand the options available to you and the other issues you should consider, such as savings vehicles (529 college savings plans, UGMA (Uniform Gifts to Minors Act) and UTMA (or Uniform Transfers to Minors Act) custodial accounts, Coverdell Education Savings Accounts, prepaid tuition plans, trusts), financial aid, loans, tax advantages, and your time horizon.  
  • Have some old EE Savings Bonds? We can help you decide what to do with them.

 

Schedule an appointment with one of our expert financial planning or wealth management professionalsRequest an Appointment          

   908-757-5600 | Contact one of our professionals


AEPG: Your Accountable Advocate™ 

  

 * AEPG® Wealth Strategies, AEPG Employee Benefits and AEPG Divorce Advisors are divisions of American Economic Planning Group, Inc. (AEPG®) headquatered in Warren, New Jersey.