Education & College Planning | Balance Wealth Webinar Series
July 3, 2025
In this month’s Balance Wealth Webinar, Bob, Nora, and Ryan walk through key strategies for education and college planning, covering everything from the rising costs of education to investment options and tax considerations.
In this month’s Balance Wealth Webinar, Bob, Nora, and Ryan walk through key strategies for education and college planning, covering everything from the rising costs of education to investment options and tax considerations. Whether you’re just starting to think about your child’s future education or are already planning for college expenses, this session offers valuable insights on how to save effectively and avoid common pitfalls.
💡 Key Takeaways:
The impact of rising education costs and inflation
Strategies for saving: 529 Plans, Brokerage Accounts, UTMA/UGMA, and Life Insurance
How 529 Plans work and their flexibility for educational expenses
The benefits of a Brokerage Account for more freedom and growth potential
Why UTMA/UGMA accounts might not be the best choice for education savings
Grandparents’ role in college planning and maximizing state tax deductions
Got questions or insights? Drop them in the comments below!
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