College Planning

Saving for College

Starting early is the key to accumulating the funds necessary for a college education.  We can help you evaluate options that combine tax advantages¹, flexibility and your overall investment needs.

Paying for College

As the cost of college continues to rise, many families turn to a variety of strategies to pay for their student’s education.  These may include savings as well as borrowing and financial aid.  Our Infinex Financial Advisor can help you evaluate your family’s resources and provide guidance on balancing education goals with other financial goals, such as retirement. 

Educating your College-Age Child

While the tuition bill may be the bigger priority, it’s equally important to ensure that your student is well-prepared to start managing their own money – especially if they are living away from home for the first time.  Understanding how to create a budget is an essential skill and we can help with educational tips and materials. 

Opening a checking account is another milestone that may make sense for your student. Teaching your child to keep accurate records and to understand how a debit card works are important skills to share.