Education Planning
Old Forge Wealth Management helps families develop strategic plans to fund education expenses while balancing other financial goals. We create customized solutions that maximize available resources and minimize debt.
College Savings Strategies
- 529 plan selection
- Investment strategies
- Tax-advantaged saving options
Financial Aid Planning
- Expected Family Contribution optimization
- Student loan guidance
Cost Management
- College cost analysis
- Savings goal setting
- Public vs. private school comparison
- In-state vs. out-of-state evaluation
- Room and board planning
Implementation Process
Education Assessment
- Education cost projections
- Timeline development
- Resource evaluation
- Risk assessment
- Goal setting
Strategy Development
- Investment allocation
- Account structure recommendations
- Tax strategy integration
- Aid maximization planning
- Cash flow management
Ongoing Management
- Regular progress reviews
- Investment adjustments
- Tax strategy updates
- Timeline modifications
- Cost projections
Let's Get Started
Contact us to create an education funding strategy that helps achieve your family’s educational goals while maintaining financial stability.