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Helping Clients Plan Ahead for College Expenses Logo aicpa

  Robert A. Westley, CPA/PFS |   Free |   AICPA |   09 Sep 2016 |   AICPA Insights

Helping clients understand how much to save based on their education goals prepares them for the cost of college. This blog post provides six considerations to think about.

Topics covered:
  • Personal financial planning: Technical: Specialized planning issues: Education planning, Foundational