EDUCATION PLANNING

Rising education costs require a forward-thinking plan. At Integrated Wealth Strategies, Inc., our approach to education planning goes beyond paying for college. While maximizing the value of your earnings, our advisors can help you prepare for one of life’s biggest investments. Wherever you are in life, we’ll help you strategize so you may give your loved ones the education they need. Through various cost-effective strategies, including tax-advantaged 529 college saving plans, we’ll help manage your children’s future.

<p>Countdown to College</p>

Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
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<p>Women and Financial Strategies</p>

Women and Financial Strategies

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
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<p>The Half Million Dollar Baby</p>

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.
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