education planning
Funding a college education requires thoughtful planning to avoid or strategically manage student debt. That said, because the cost of higher education is often a moving target, knowing your options can be difficult. If you create a detailed approach for college funding, and know the right strategies, you can often get a great education without overpaying or accumulating more debt than necessary.
What you may be thinking:
- When should I begin saving and how much should I be setting aside for education?
- How much can I afford to help my children with college costs?
- Will having a college savings fund subsequently reduce financial aid eligibility?
- Should my children take out loans in their name or mine?
- What are the criteria for qualifying for merit and need-based financial aid?
we’ve got you covered
If you’re considering charitable giving NAM advisors can help craft a charitable giving plan based on the best interest of your financial goals.
Request a Discovery MeetingOur Approach
Meeting with families and establishing their college funding goals is where we begin. Creating the appropriate accounts, offering guidance on tax-savings opportunities and investment guidance is how we continue to provide financial solutions to Education Planning. Our goal is to educate and prepare for the current and future needs of families and students through discussion and appropriate planning.
Our Education Planning Conversations
- Types of Accounts and account titling
- Tax Benefits and Planning
- Account Spending and Transitions
Christine joined the NAM team in 2020, along with her six-plus years of Administrative and Executive Assistant experience. She was born and raised in Wisconsin. She has a love for film, comedy writing, and music, particularly between the 50’s and 80’s.
During my salad days, I studied business at the University of Minnesota and the Carlson School of Management. Taking this route seemed to make sense when I graduated high school, as it offered the opportunity to pursue a career in business. However, the experience didn’t go as planned. I found myself disillusioned by the focus and teachings of business school, with many of the lessons revolving around detached relationships focused solely on profit. I eventually concluded that this was not my personal path. I chose instead to purse a passion – writing – and veered off into journalism for the next six years of my life.