Explore education savings tools


Life’s Financial Journeys

Heading Off to College
Getting Out on Your Own
Blending Two Lives
Having a Child
Emptying the Nest
Entering Retirement
Divorce
Death of a Life Partner
Military Life


As with any investment product, there are several choices to consider when saving for education.

The most common are Education Savings Accounts and 529 Plans. Of these, 529 plans seem to be the preferable investment vehicle, due to its many appealing attributes, including possible tax deductions depending on the state you live in.

The following resources may assist you in exploring education savings tools:

Education Savings Accounts Vs. 529 Accounts

529 Savings Plan Vs. Prepaid Tuition Plan

College Planning Resources


Military Life Tasks

1. Budgeting finances
2. Reducing debt
3. Finding housing
4. Protecting against risk
5. Managing taxes
6. Saving for education
7. Preparing for retirement
8. Updating your estate plan
9. Explore Your Benefits

Saving for education Subtasks

1. Estimate the cost of education
2. Explore education savings tools
3. Identify military educational benefits

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