Broker Check

Education Planning

For some families, education expenses – like private school tuition – are already a good chunk of your household budget. For others, college is many years down the road for your kids or grandkids. However, with higher education costs on the rise, it’s wise not to wait until the last minute to prepare.

Saving for education can be accomplished through a variety of vehicles. However, it’s important to consider the tax implications of each option and anticipate other available resources such as financial aid or scholarships. At Carey & Hanna, we have licensed certified public accountants and tax specialists that work directly with our partners at Avantax Planning PartnersSM to address education expenses as a part of your holistic financial plan. Together, we’ll arrive at the right way for you to fund future learning.

Ready to use Avantax’s professional advice to your advantage? Complete the form below to schedule a complimentary consultation with our partners.

Schedule a Complimentary Consultation

Thank you!