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For Education Expenses

Client Centered

Paying for education – for yourself, your children, or future generations – can be a hefty expense. The cost of higher learning is a moving target, and the savings vehicle you select can have broader tax implications. So, if you expect education costs to be in your future, let’s make sure it’s a part of your plan today.

At Anderman Wealth Partners, we’ll help anticipate education expenses and determine the best way to fund them. We’ll explore options like 529 savings plans, scholarships, and federal student aid, and rank this priority among other financial goals.

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