Introducing Mark Taylan
Mark Taylan
October 27, 2020
t. (888) 452.5260
It is common knowledge that the cost of higher education has far exceeded the level of inflation among other goods and services. Meanwhile, the importance of an advanced degree to your children’s futures is as important as ever. From a saver’s standpoint, the maze of 529 plans, educational tax credits, available loans and scholarship opportunities can quickly become overwhelming. It is no wonder then, according to Sallie Mae, that only 52% of families have a plan for how to pay for college.
The good news is, each of our CA360 advisors has personal, hard-fought experience learning these ropes, and with proper planning, guardians have a long runway to plan for these future costs. The “trick” is to start investing early to the greatest extent feasible in accordance with your overall financial plan. Why not let our financial planners help you navigate the college savings maze with a long-term plan today.
For More Information on College Savings, Contact our Specialist:
Jeff Pietsch, CFA
(888) 452.5260
Advisory services offered through Eastsound Capital Advisors, LLC dba Capital Advisors 360, Advisors 360 & Western Financial
Eastsound Capital Advisors, LLC (“ECA”) is registered as an investment adviser with the United States Securities and Exchange Commission (the “SEC”). The information herein has not been approved or verified by the SEC, or by any state securities authority. ECA provides individual client services only in states in which it is filed or where an exemption or exclusion from such filing exists. Registration with the SEC does not imply a certain level of skill or training. The adviser’s approaches may not be suitable for all investors. All investing is risky and past performance is no guarantee of future results or profitability. This content is developed from sources believed to be accurate, but is not guaranteed and the firm assumes no duty to update any information for subsequent changes of any kind. The information herein is not intended as individual investment, tax or legal advice. Please consult with your personal advisor, legal or tax professionals for specific information regarding your individual situation.
Capital Advisors 360
329 Dolphin Bay Road
Eastsound, Washington 98245
(888) 452.5260