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What’s Included:
Projected education costs for various programs
Recommended savings targets and timelines
Comparison of savings vehicles (529, brokerage, custodial)
Tax and aid implications simplified
Optional check-in if family needs evolve
Ideal for: Anyone preparing for future education costs—for themselves or others.
What’s Included:
Projected education costs for various programs
Recommended savings targets and timelines
Comparison of savings vehicles (529, brokerage, custodial)
Tax and aid implications simplified
Optional check-in if family needs evolve
Ideal for: Anyone preparing for future education costs—for themselves or others.