May 16, 2025
College Planning – As it is the time of year for high school and
college graduations, Jeff
Perry and Russ Ball discuss a wide variety of topics regarding
planning for college. The
conversation begins with the use of 529’s as the foundation for
most families to save for
future educational expenses. Jeff outlines the basics of how a 529
plan operates and the
benefits of using one. Jeff & Russ next explore the factors that go
into making the choice
of which college is right for your student. Finally, the topic of
how to pay for college and
common mistakes people make in this process.
For more information or to reach TEAM AMR, click the following
link:
https://www.wealthenhancement.com/s/advisor-teams/amr