Education Funding

努力学习已经不足以让你进大学了. It takes a lot of financial know-how. We can help you make the grade.

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It's College Financing 101. You'll like the instructor.

College costs are rising at a rapid rate. 许多密歇根大学的学生不知道他们如何负担得起学费. 许多父母和祖父母都想知道他们该如何帮忙. 这就像参加考试一样——掌握好基础知识是有好处的. 一位代表会很乐意与你见面,并向你解释你可能需要多少钱,以及为大学储蓄的最佳方法.

College aged Arbor customer.

安排一次免费咨询,我们会解释决定你大学费用的因素:

  • Current savings
  • When the student will enter college
  • Interest rates
  • Inflation
  • Financial aid
  • Scholarships

下一步是建立一个大学储蓄计划,有多种选择:

  • 529 Savings Plans
  • Coverdell Education Savings Account
  • Investments
  • 通过向未成年人统一转让法案(UTMA)和向未成年人统一赠与法案(UGMA)提供家庭帮助
  • 预付学费计划,如密歇根教育信托基金(MET)
  • Individual Retirement Accounts, including Roth IRAs

Wealth Management professional, Cory DenUyl, 可以为任何家庭预算制定大学储蓄计划吗.