Higher education is expensive but essential for success and long-term financial growth for your children. Help them plan for the future while optimizing your financial strategy to support your child or grandchild’s dreams to learn and prosper.
With higher education costs expected to continue to rise, how much can you realistically save on your children’s behalf, and on what timetable? If you’re a grandparent looking to contribute, how can you maximize the available tax benefits? We can help you explore the necessary strategies.
Paying for a child’s tuition can be a rewarding experience emotionally as well as fiscally. Funding someone’s dream for education allows you to invest not only in their future but in the legacy of higher learning for your entire family and generations to come - plus, we can help you identify tax benefits that make it more affordable.
Savings plans enable students and parents to make contributions that can grow and fund college tuition.
You’ll learn how to contribute funds that grow and can eventually be withdrawn tax and penalty-free.
Tax benefits make 529 plans appealing for families, but there are risks we can help you understand.
Let’s discuss your student’s eligibility and financial aid needs and the programs available to you.
There are many factors involved when it comes to funding education, such as preferred risk level, timelines, and investment preferences. You'll discover the most suitable savings plan for your child’s college funds with help from our trusted advisors by your side.
You’ll get a financial partner to guide you in education savings investments that work for your needs and risk tolerance.
You'll learn the ins and outs of your college savings plans and all the costs involved as well as the tax benefits available to you.
Saving for higher education is a process that involves experienced planning and guidance. Rely on the advisors at Bartholomew & Company to help you find the right college financing strategy to continue your family legacy and support your child’s dream to learn.
Get on track with your goals and work toward your financial future with help from our advisors at your side. Contact us to schedule a complimentary consultation.
