Education
Planning
For many people,
financing their children's education is both a
dream and a nightmare. They dream of being able
to send their kids to any school, regardless of
the price, but deep down know that the fees for
tuition, room and board are growing faster than
inflation. How do people manage to finance a
higher education without having to sacrifice
their own financial security? Through planning.
Progressive's experienced
advisors can help you develop and implement an
education planning strategy. By carefully and
thoroughly reviewing your goals and financial
situation, they will find a plan that works for
you. Some steps they will take include:
| Step 1 |
Considering factors such as
private or public schools, four or
five-year programs, undergraduate and/or
post graduate fees as well. |
| Step 2 |
Calculating what your financial
liability is likely to be and when the
funds will need to become available. |
| Step 3 |
Evaluating and discussing with
you savings and investment opportunities
such as Education IRAs, scholarships,
loans, pre-paid tuition plans,
employee-paid tuition plans, gifting
strategies, custodial accounts. |
| Step 4 |
Developing a savings and
investment strategy that will enable you
to meet your goals. |
| Step 5 |
Integrating your education
planning with your other financial plans
to make certain all your money is working
together in an effective and efficient
manner. |
It is never too
early or too late to begin.
For more information about
Education Planning please visit this other
helpful website:
Finaid - The
Financial Aid Information Page
At
certain places on this Progressive Financial
Planning Services Inc. (hereby known as
Progressive FPS) Internet site, live 'links' to
other Internet addresses can be accessed. Such
external Internet addresses contain information
created, published, maintained, or otherwise
posted by institutions or organizations
independent of Progressive FPS. Progressive FPS
does not endorse, approve, certify, or control
these external Internet addresses and does not
guarantee or assume responsibility for the
accuracy completeness, efficacy, timeliness, or
correct sequencing of information located at such
addresses. Use of any information obtained from
such addresses is voluntary, and reliance on it
should only be undertaken after an independent
review of its accuracy, completeness, efficacy,
and timeliness. Reference therein to any specific
commercial product, process, or service by trade
name, trademark, service mark, manufacturer, or
otherwise does not constitute or imply
endorsement, recommendation, or favoring by
Progressive FPS.
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