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>Estimating the Cost of College</p>

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.
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<p>A Cheat Sheet for Sending Your Kid to College</p>

A Cheat Sheet for Sending Your Kid to College

Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
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