Education Planning
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Education Planning
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. (Click here to view projected average costs for four years at public and private colleges.)
Saving enough money for college may be one of the greatest financial burdens you will ever face. As a business owner, you face the additional challenges of balancing the financial needs of your business with your personal education finance goals.
AEPG can help! The education savings planning experts at our NJ headquarters 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 for Business Owners
- We help you establish your education savings planning goal in light of your business, wealth management, and personal finance priorities.
- We perform financial modeling and analysis to establish your savings targets.
- We develop 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.
