What better time to consider educational planning than during graduation season? Freestone’s Wealth Planning team prepared a guide on using 529 Plans effectively, highlighting qualified vs. nonqualified expenses. Read more here: https://lnkd.in/grd4fnBa #FinancialPlanning #WhatTrulyMatters
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We get this question often - what qualifies as 529 qualified expense? Simple summary below. (And no, private jet travel to go see your kids at college is still not a qualified expense...) If you have a taxable estate, it may make sense to not use the 529 account balance at all - but instead leverage "pay direct" for more estate tax savings. #strategy
What better time to consider educational planning than during graduation season? Freestone’s Wealth Planning team prepared a guide on using 529 Plans effectively, highlighting qualified vs. nonqualified expenses. Read more here: https://lnkd.in/grd4fnBa #FinancialPlanning #WhatTrulyMatters
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Connecting with individuals & families, empowering them with financial knowledge to achieve the desired life.
📚💰 Education is an investment, but it doesn't have to break the bank! As your trusted Financial Consultant, I'm here to emphasize a crucial point: Planning ahead is the key to managing education costs effectively. Whether it's for your children's future or your own continued learning, strategic financial planning can make a world of difference. 🎓 Why is this so important? 👉Rising education costs 👉Long-term financial impact 👉Opportunity for better returns on education savings Don't let the future catch you off guard. Let's chat about creating a solid education funding strategy that aligns with your financial goals and secures a brighter future for you and your loved ones. Remember: The best time to plan was yesterday. The second best time is now! Got questions about managing education costs? Drop them below or DM me for personalized advice! 👇🏽📩 #FinancialPlanning #EducationCosts #SecureYourFuture #ChildEducation #SingaporeLiving #FutureInvestment #FinancialConsultant #AscentIslamic #EducationPlanning #FinancialFreedom #SingaporeEducation #EducationSavings #GrowCastShow #Singapore
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In the realm of financial planning, where excellence is the standard, let's delve into the intricacies of education planning tailored for the needs of you and your family. Precision in Tuition Timing: Have you ever realized that the timing of your tuition payments wields substantial influence over your financial strategy? It's time to ponder when and how to make payments to finely tune your financial outcomes. Optimizing High-Net-Worth Education Accounts: Delve into the world of specialized educational accounts, such as meticulously structured 529 plans, custom-crafted to fortify your wealth strategy while safeguarding your family's educational legacy. Education is the cornerstone of excellence. Let's explore these refined tactics to ensure your educational aspirations are met with the sophistication you and your family deserve. #EducationalElegance #FinancialSavvy #ElevateEducation #529s
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Your personal financial plan is the roadmap to your financial future. But do you have the skills you need to prepare one? Our Personal Finance Fundamentals course covers everything you need to create a robust financial plan, work with advisors, and get up to speed on financial statements through engaging case studies. 👉 Find out what your financial education is missing. Use our Wealth Knowledge Assessment: https://zurl.co/8Qzq
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Success, how do you make it last? What does it take to maintain, and nurture a financial mission through adversity and unforeseen circumstances? We sat down recently with VP of Finance and Administration, Robert Robinson to discuss how he, as a driving force behind Saint Michael's financial mission keeps the institution on track. We cover what tools he uses to deploy strategies that help to counteract challenges like demographic decline and inflationary increases; as well as how the institution improves operational efficiency without affecting the quality of the education it provides. A Tenured Relationship: “We've been a Synario customer and Future Perfect before that for over 15 years. It has been a key tool for us in really doing our long-term strategic planning.” -Robert Robinson, VP of Finance and Administration, Saint Michael's College It's safe to say Synario and Saint Michael's have a great working relationship. In our interview Robert clues us in to the multitude of applications the platform has been able to help with. From capital projects, to working with ERP systems, Saint Michael's makes every business decision with the forethought of “How is this going to affect the quality of the education we provide". This mindset is a testament to the care the institution takes to ensure it's making the best decisions it can for the people who depend on the college. Watch the full interview here: https://hubs.li/Q02HdBsy0 #highered #strategicplanning #fpna
Financial Sustainability in Higher Education: Saint Michael's College Q and A
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Territory Specialist| Advisor to the advisor| Goals based investing strategist| Navigating financial markets coach
A 529 plan could be the cornerstone of your family's financial strategy for college. Here is what families need to know as their child starts high school. https://lnkd.in/eiqPQM_5.
Kick off your college planning during the first two years of high school
franklintempleton.com
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🚀 Kickstart Your Wealth Education Journey with Our In-Depth Assessment Tool! https://zurl.co/Mpcs Embark on a path to financial enlightenment with our specially designed assessment. Tailored to help you craft a Personal Education Plan (PEP), this tool guides you through selecting pertinent wealth education topics and pinpointing focus areas tailored to your needs. Why Take This Assessment? Customized Learning: Create a Personal Education Plan that aligns with your financial goals and educational needs. Targeted Topics: Identify which areas of wealth management, estate planning, and financial literacy you should focus on. Strategic Planning: Use your assessment results to strategically approach your wealth education journey. 🔗 Start your assessment and use your insights to build a robust Personal Education Plan. https://zurl.co/Mpcs Empower yourself with the knowledge to manage and grow your wealth effectively. Perfect for anyone looking to deepen their understanding of wealth stewardship. #WealthEducation #FinancialLiteracy #PersonalDevelopment #TamarindLearning
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A 529 plan could be the cornerstone of your family's financial strategy for college. Here is what families need to know as their child starts high school. https://lnkd.in/g_SvSKEa.
Kick off your college planning during the first two years of high school
franklintempleton.com
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A 529 plan could be the cornerstone of your family's financial strategy for college. Here is what families need to know as their child starts high school. https://lnkd.in/e4BfZWTK.
Kick off your college planning during the first two years of high school
franklintempleton.com
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A 529 plan could be the cornerstone of your family's financial strategy for college. Here is what families need to know as their child starts high school. https://lnkd.in/gQYepn8b.
Kick off your college planning during the first two years of high school
franklintempleton.com
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Advisor at Wealthspire Advisors | 2024 Next Gen Advisor of the Year - Investment News
2moGreat visual!