College is an investment in your children or grandchildren that provides dividends for a lifetime. It can open the door to a world of opportunity. There are more options available than ever before to save for future education expenses. Traditional investment options—savings accounts, taxable investment accounts, annuities, and U.S. Savings Bonds—are now joined by investment vehicles including Section 529 college savings programs and Coverdell Education savings accounts. With the cost of education spiraling, coupled with the challenging investment climate of today, financial advice is as important as ever.
As you develop your education funding strategy, your Mueller Financial Services’ Education Planning Advisor can work with you to offer their insight and knowledge to help pursue your long-term goals. We advise on the most suitable savings method for you to work towards your savings goals while utilizing state and federal tax savings strategies.