Education & College

Investment Management For Your Children’s Education

You can’t put a value on your children’s or grandchildren’s educations. Investing in them can reap a lifetime of returns, opening doors of opportunity for those who mean the most to you. With the rapidly rising cost of college, the sooner you start planting those financial seeds, the more time they have to grow.

Is opening a 529 the best option? If so, what state 529 plans should you consider? Correctly answering these questions demands more than an investment advisor or a financial consultant. You need a team that can look at your financial portfolio and help you determine how investing in your loved one’s education fits into the equation. This holistic approach comes standard at Aspen Wealth Strategies.

As with other investments, there are generally fees and expenses associated with participation in a 529 plan. There is also a risk these plans may lose money or not perform well enough to cover college costs as anticipated. Most states offer their own 529 programs, which may provide advantages and benefits exclusively for their residents. the tax impllications can vary significantly from state to state.

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Here at Aspen, we utilize cutting-edge financial planning software to analyze your plan’s probability of success. Whether you’re at the beginning of your career, still working, or have already retired, we want to help make sure that you’re on track to meet all of your goals–whatever they may be. The first step in doing so is establishing a financial plan.

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