Service: College Savings
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

This calculator can help you estimate how much you should be saving for college.
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Eight Mistakes That Can Upend Your Retirement

There are common mistakes you can avoid when saving for retirement.
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Do Your Kids Know The Value of a Silver Spoon?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
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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