When it comes to financial planning and securing a comfortable future, …
Biondo Investment Advisors offers financial planning for education and college savings for your children and grandchildren. The cost of higher education is often a moving target, and each type of educational savings strategy has its own unique set of pros and cons. Deciding on the best one may seem difficult, but our Financial Advisors can help you navigate the options, develop an education savings plan within your individual timeframe and manage the path to stay on track.
Most states offer a 529 tax-advantaged college savings plan authorized by Section 529 of the Internal Revenue Code. Other options include Coverdell Education Savings Accounts (CESA), and custodial accounts such as Uniform Transfers to Minors Act accounts (UTMA).
If you know tuition bills are in your future, it’s never too early to start education planning.
The average annual cost1 of a four-year university has skyrocketed. While most parents expect their children to attend college – not many have a plan to pay for it. Additionally, a high percentage of students graduate from college with significant student loan debts.
We realize that education planning can be overwhelming and because it may be many years away, it’s easy to put off. Understanding the world of education and college savings plans can help make the process easier.
There are a variety of investment vehicles and tax-efficient options to contribute to the cost of higher education. Our experienced financial management team is here to help you determine how much to save for college, and develop an education plan that fits your family’s needs.
Supporting a child’s education can be one of the most rewarding and important elements in your financial plan. There are many financial considerations as you plan and save for educational expenses, such as:
We help you navigate these considerations, providing solutions tailored to your funding needs. With rising inflation and the high cost of education, planning may require an early start. As your trusted partner, let our knowledge and professional guidance get you started with your education savings planning.
The families at Biondo Investment Advisors have education savings goals just like you. Our Financial Advisors will develop a comprehensive plan that meets all your family’s needs for today and anticipates those in your future. Speak with us and experience the benefits of:
Our personalized counsel and service to help you reach your goals.
Helping you understand your options for educational savings, while also staying on track for other goals, such as saving for retirement.
Getting answers to the specific questions you need to know about your lifestyle objectives when planning for your future expenses.
When it comes to financial planning and securing a comfortable future, …
Now could be a great time to create a back-to-retirement list, …
Karl A. Wagner III was featured in Barron’s Big Q Column …
Save early, save often and understand the alphabet soup of options …
It’s never too early to start planning for your child or …
Financial guidance to preserve, grow and manage wealth starts here.
Fill out the form or click on the a link below and take your first step toward reaching your goals.
540 Rte 6 & 209
Milford, PA 18337
55 Main Street
Sparta, NJ 07871
Mailing Address:
P.O. Box 909, Milford, PA 18337
Fax: (570) 296-5527
Our website is not to be considered an offer or solicitation to buy, or an offer to sell a security, nor an offer of our investment advisory services, to any person in any jurisdiction where such offer, solicitation, purchase or sale would be unlawful. We use reasonable efforts to use information from reliable sources but cannot guarantee its accuracy or completeness. Our advice and services are personalized upon specific needs and circumstances of each individual client; our website is for informational purposes only. Past performance may not be indicative of future results. Certain links, provided for your convenience, may take you to other sites.
All stock price information is provided for informational purposes only, and is not intended for trading purposes. The Biondo Group shall not be liable for any errors or delays in the content, or for any actions taken in reliance thereon.
540 Rte 6 & 209, Milford, PA 18337
47 Main Street Sparta, NJ 07871
Mailing Address:
P.O. Box 909, Milford, PA 18337
1 (570)-296-5525
1 (877) 246-6367
Fax: (570) 296-5527
Our website is not to be considered an offer or solicitation to buy, or an offer to sell a security, nor an offer of our investment advisory services, to any person in any jurisdiction where such offer, solicitation, purchase or sale would be unlawful. We use reasonable efforts to use information from reliable sources but cannot guarantee its accuracy or completeness. Our advice and services are personalized upon specific needs and circumstances of each individual client; our website is for informational purposes only. Past performance may not be indicative of future results. Certain links, provided for your convenience, may take you to other sites.
All stock price information is provided for informational purposes only, and is not intended for trading purposes. The Biondo Group shall not be liable for any errors or delays in the content, or for any actions taken in reliance thereon.
