College tuition is the highest its ever been, and with annual tuition costing $10,000 to
$40,000 or more; it is now one of the most significant purchases you or your child will
make in a lifetime. Being prepared and informed of all the resources will help you make
smart money decisions. Taking the time for College Savings Planning will help you:
Have a plan to pay for college
Compare tuition, expenses, and acceptance rates with colleges and universities.
Understand the Free Application for Federal Student Aid (FAFSA) process
Learn about the Expected Family Contribution (EFC) or Student Aid Index (SAI) calculation
Explore grants, scholarships, and merit awards available with each institution
Become informed with responsible borrowing
Compare savings plans and be aware of tax savings and incentives (529, ESA, etc)
Review private and federal student loans
Learn how work-study works or alternatives to earning college credit
Get resources in order: SAT/ACT prep and College Essay help
Create your College Savings Plan for your child or multiple children
Late College Savings Planning: Use Roth IRA or other options to help pay for college
Explore which colleges or universities offer generous financial help for field of study
Prepare your student for Financial Wellness and to be Moneywise
Be prepared, confident and college ready
InvestEdge Planning offers College Savings Planning with the Financial Planning package
or as a Limited Scope Financial Planning service; the fee is *$750.
*Subscription payment is available for the $750 service fee:
Pay $250 upfront and $250 for the next two months, due on the 1st of the month.
This offer is for College Savings Planning for up to two children.