Westmount Partners’ Post

For many families, there’s a sense of excitement and anticipation that fills the air as high school seniors prepare to embark on their next journey: 🎓college. It also serves as a reminder of the paramount importance of saving for college. The rising costs of higher education necessitate careful financial planning, and an upcoming graduation serves as a timely reminder to assess one's savings strategy, explore available resources, and prioritize building a solid financial foundation for the future. #LedwithFinancial #HigherEducationDay

🎓 Planning for your child's college education can be daunting, but with the right financial strategies, it doesn’t have to be. Our latest article offers a comprehensive guide to help parents prepare for the rising costs of higher education. Learn about the importance of starting a college savings plan early, exploring different savings account options, and maximizing merit-based scholarships. We also cover key tax credits and other financial tips to ensure your child's education is financially manageable. 👉 Check out the full article//bit.ly/3xQ5JST Stay ahead of the curve – contact us now for tailored advice and optimal strategies. #CollegeSavings #529Plans #EducationFunding

CFP® professionals, as you support parents of new college students, consider sharing our article filled with practical tips for the students themselves. It covers essential topics like budgeting, managing expenses and finding savings. By providing these insights from CFP Board Ambassador Scott Ward, CFP®, AIF®, AIFA®, you can help families prepare for the financial journey ahead: https://lnkd.in/gfExeXxy #BacktoSchool #FinancialPlanning #CFPpro #College 

We all know college is expensive, but getting a head start on saving can help you build a significant amount over time. Check out this new article from our team at FNBO and learn about some of the financial tools available to help you save for a higher education.

Today is National 529 Day! Are you thinking about how higher education costs fit into your broader life and financial goals? Take a look at the Education Planning Resource Center below and reach out to learn more. #529Day #EducationPlanning #FinancialAdvisor

Given the increasing costs of higher education, saving for college is a financial goal for many families. One valuable tool that can greatly assist in this pursuit is a 529 plan. Learn more in our latest blog post. 🎓 #529Day #FinancialPlanning https://hubs.li/Q02yDQZ40

We all know college is expensive, but getting a head start on saving for college can help you build a significant amount over time. Check out this new article from our team at FNBO and learn about some of the financial tools available to help you save for a higher education.

If you have been saving for your kids’ college, you are probably familiar with the 529 College Savings Plan. Here’s what you need to know about converting your 529 College Savings Plan to a Roth IRA—and how it can help you move closer to your overall financial goals.

Today is National 529 Day! Are you thinking about how higher education costs fit into your broader life and financial goals? Take a look at the Education Planning Resource Center below and reach out to learn more. #529Day #EducationPlanning #FinancialAdvisor

If you have been saving for your kids’ college, you are probably familiar with the 529 College Savings Plan. Here’s what you need to know about converting your 529 College Savings Plan to a Roth IRA—and how it can help you move closer to your overall financial goals.