Teach your clients well
“Teach Your Children”
Lesson: Fund educational accounts in advance
Song on Crosby Stills Nash & Young’s 1970 album, “Déjà Vu”
“While it may be uncertain what the exact costs of higher education may be years from now, the directionality of these costs is near certain. This may prove the even greater importance of setting aside money today in an investment account that can grow over time. This savings could be used to invest in a 529 college savings account which can grow tax-free over time to eventually be used for college expenses.”
— Dillon Christensen, senior vice president, Evoke Advisors