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College Planning

College Funding

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