Today, many families face the increasing challenge of providing their children with a quality college education without compromising their own financial future and retirement.
With her unique mix of expertise, Susan has helped many families in planning for college with a combination of financial aid, investment and tax strategies.
Typical work includes:
- Income tax management before and during college years
- Tax efficient asset repositioning
- Ways to save for college without negative impact on aid eligibility
- Strategies to maximize education tax credits and other tax incentives