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Education Planning

Education Planning

  Funding an education can be one of the most meaningful investments you make in a loved one’s future. At The Dempsey Fritz Haskell Group, we work with families to incorporate education funding into their broader financial plan, balancing future education expenses with other important goals. Whether the first tuition payment is years away or quickly approaching, we can help you develop an approach that makes sense for you and your family.

Strategies for Education Planning 

Understanding Where You Are

  • Who is the education for? 
  • Is your student eligible for merit- or need based aid? 
  • How much of the education do you want to pay for? 
  • How long before your funds are needed? 
  • How does this goal impact your other financial goals? 

Creating a Plan

  • Determining the best plan based on your timeline 
  • Identifying best-fit funding vehicles 
  • Examining strategies that can maximize your gift while minimizing its impact on your taxes 

Evaluating Your Plan's Performance

  • Reviewing the performance of your funding vehicle(s) 
  • Benchmarking your progress against goal

Resources for Education Planning

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Should You Complete the FAFSA?

Many families skip the FAFSA because they assume they won't qualify. Here's why they should reconsider.

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Paying for Graduate School

You’ve spent your kids’ entire lives saving for college tuition - so what happens when they want to go to grad school, too?

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