5/29 is the perfect day to talk about #529 #College Savings Plans. Or any other tax-friendly strategy to save for your child's future college #education. It's not too late and it's never too early start. #EurekaWealthSolutions can help you set up and even manage #investments in your college savings plan. Check out this information, watch the webinar, and reach out! https://buff.ly/4bRwpkC
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Planning for Your Child’s Future, One Dime at a Time 🎓💰 College tuition costs are on the rise. 📈 Don’t let it catch you off guard! Start saving early and watch your money grow. 🌱 Need help creating a solid college savings plan? Consult with a financial advisor today! They can help you: * Set realistic goals * Choose the best savings vehicles * Maximize tax benefits * Stay on track Ready to take the next step? Schedule an appointment with one of our financial advisors today. You owe it to yourself to maximize your money. perrywealthsolutions.com 615.266.4348 #collegesavings #financialplanning #futureisbright #investinyourfuture #financialadvisor
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Master the Challenge of Rising College Costs! 🎓💸 Dive into this guide from Eagle Strategies, delving into the complexities of higher education expenses. Discover financial aid avenues, savvy savings tips, and strategies to tackle the impact of soaring tuition fees. Empower yourself and your family with knowledge to navigate college finances wisely! #CollegeCosts #FinancialAid #SmartSavings #EagleStrategies https://bit.ly/4aiwdtz
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September is College Savings Month! Here is a great resource to help any young person and college students save: - 40 Money Management Tips Every College Student Should Know https://lnkd.in/esuMeMF5 Your Neighborhood Financial Point of Light, Dave and Danielle LPL Financial Advisors David Maxwell, CEBS®, AAMS® Danielle Forsman, CFP® Give us a call (856) 582-3500 or contact us: https://lnkd.in/eBCYp4nW This material is for general information only and is not intended to provide specific advice or recommendations for any individual. #collegesavingsmonth #college #financialgoals #finacialhealth #financialwellness #compoundinterest #timeismoney #smartmoney #moneyhabits #buildwealth #spendless #savemore #budget #budgeting #startInvestingNow #investyoung #investing #finances #personalfinance #financialplanning #investmentplanning #investmentadvisor #financialadvisor #howtosave #practicalplanning #createaplan #planningnuggets #positiveplanning
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🎓✨ Free Webinar: Master College Planning for Your Kids! 🌟📚 Link to Register: https://lnkd.in/gNWzpf9s Join us for an exclusive online session where we'll explore effective strategies to secure your child's educational future without breaking the bank. Whether you're just starting to save or looking to optimize your current plan, this webinar is for you! What You'll Learn: 💡 Smart Saving Strategies: How to start saving for college with any budget. 🛡 Tax Minimization: Tips to save efficiently and reduce the tax impact on your investments. 📈 Maximizing Returns: Ensure your investments grow steadily over time. 🎓 FAFSA Friendly: How to invest without jeopardizing potential grants. Date:12/07/24 Time: 1100 a.m -1300 p.m (CST) Location: Online (Zoom) How to Join: 🖱 Call/Text at (281)865-6493 or scan the QR code. 📩 Receive your exclusive Zoom link to join the webinar. 🔒 Secure your child's future by learning from financial planning experts! Don’t miss out on the opportunity to learn how to best prepare for your child's college expenses. Register Now! #kidssaving #saving #collegeplanning
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Master the Challenge of Rising College Costs! 🎓💸 Dive into this guide from Eagle Strategies, delving into the complexities of higher education expenses. Discover financial aid avenues, savvy savings tips, and strategies to tackle the impact of soaring tuition fees. Empower yourself and your family with knowledge to navigate college finances wisely! #CollegeCosts #FinancialAid #SmartSavings #EagleStrategies https://bit.ly/3UDqYPb
Rising_Costs_of_College_Education_-_final.pdf
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529 plans are tax-advantaged savings accounts that can be used for post-secondary education expenses including tuition, books, and room and board. In Wellspring Financial Advisors' latest insights piece, Senior Wealth Advisor, Katie Madzsar, CFP®, AEP®, provides an overview of these plans, including the benefits and potential drawbacks as well as use before, during, and after college. Click here for the full article: https://lnkd.in/eWAPB3vN #529plan #financialplanning
529 Planning: A Tax-Advantaged Savings Plan
wellspringadvisorsllc.com
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What’s THE smart way to save for your child’s college tuition? A 529 plan.💰 Learn how this specialized savings account helps secure your child’s future tuition by offering tax advantages and flexible investment options. You will want to watch today’s reel to discover what factors to consider when setting up your plan for maximum benefit. For additional financial tips, download my free e-book at www.beautifulwealth.com 💡 #financefriday #beautifulwealth
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Planning for your child's future? Use our College Savings Calculator to see how much you'll need to reach your education savings goals! It's never too early to start investing in their dreams. Check it out now! 👉 https://shorturl.at/H4MTr #CollegeSavings #Scottsdale #CarlonConcepts #FinancialAdvisor
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College can be expensive! its not just tuition, it's housing, food, transportation, parking .. there are a lot of expenses you don't think of until you get there. If you have children or are planning a family, it is important to start saving early to pay for college. Your financial professional can help you get started on developing a plan. Talk to your financial professional to get started today. https://bit.ly/3XbS1m9 #ascendplanning #wealthstrategies #financialplanning #planningforcollege
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Planning for your child's future? Use our College Savings Calculator to see how much you'll need to reach your education savings goals! It's never too early to start investing in their dreams. Check it out now! 👉 https://shorturl.at/H4MTr #CollegeSavings #Scottsdale #CarlonConcepts #FinancialAdvisor
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