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Balancing strategies

Balancing Education Funding with Long-Term Financial Goals

August 24, 2023

How can someone create a plan to fund their child's education while still maintaining their own long-term financial goals?

Explore how to create a plan to fund your child's education without compromising your long-term financial goals. Learn about 529 plans, scholarships, and cost-effective choices. Understand how tailored planning achieves both objectives.

Tags : Education Funding , Financial Goals , Balancing Strategies

Balancing Education Savings and Financial Aid Eligibility

August 25, 2023

What strategies can be used to save for a child's education while also considering the potential impact on financial aid eligibility?

Discover strategies to save for a child's education while preserving financial aid eligibility. Learn about 529 plans, custodial accounts, and asset ownership considerations. Understand how smart planning maximizes both savings and aid.

Tags : Education Savings , Financial Aid , Balancing Strategies

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