August 23, 2021

Making Sense of Education Savings: What's Right for You?

Feeling overwhelmed by your college savings choices? It’s no wonder – there are myriad options, and which ones are a good fit will depend on your specific circumstances. Whether you’re saving for college, graduate school or some other educational credential, working alongside an advisor who understands the available savings vehicles and their rules can help ensure that the decisions you make best serve your goals and are in concert with your overall financial plan. If you’re in the process of deciding on an education savings path, let this decision tree, written by Buckingham Wealth Advisor David Ressner, help guide you!

The opinions expressed by featured authors are their own and may not accurately reflect those of Buckingham Strategic Wealth®. This article is for general information only and is not intended to serve as specific financial, accounting or tax advice. Individuals should speak with qualified professionals based upon their individual circumstances. The analysis contained in this article may be based upon third-party information and may become outdated or otherwise superseded without notice. Third-party information is deemed to be reliable, but its accuracy and completeness cannot be guaranteed. IRN-21-2560

© 2021 Buckingham Strategic Wealth®

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About the Author

David Ressner

Wealth Advisor

As a wealth advisor at Buckingham Strategic Wealth, Dave Ressner strives to enrich his clients’ lives. Financially, that means helping minimize their taxes, protecting their wealth and preventing them from jeopardizing their financial security. Personally, that means giving them the freedom to pursue their passions and enjoy their lives.

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