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College Education Savings

Funding a child’s education can be an important goal in your family’s financial plan. Modern funding strategies can have a significant positive impact on your income taxes and estate taxes, as well as on your family’s overall financial position. There are a number of ways to establish strong educational-funding for your children or grandchildren. When evaluating education savings programs, we consider the following:

  • Personal and family goals
  • Retirement status
  • Income tax bracket and estate tax liabilities
  • Gifting
  • Profile of children or grandchildren

Resources

Saving for College

Saving for College
This calculator can help you estimate how much you should be saving for college.
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A Cheat Sheet for Sending Your Kid to College

A Cheat Sheet for Sending Your Kid to College
Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.
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The Half Million Dollar Baby

The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
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For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

mdaniels@revivalwealth.com  |  704-644-3540

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