It may be difficult to know where to begin when saving for a college education. Do you want to save for tuition only? What kind of schools are you considering (in-state or out-of-state, public or private)? Costs can vary significantly across the country.  Do you want to plan with a national average cost or identify a regional average?

At Marotta Wealth Management, we help our clients meet their college funding goals by designing age-specific portfolios in tax-efficient 529 college plans. Our work for each client is tailored to meet his or her specific college savings goal. We then monitor and annually rebalance each account to ensure savings and investments are on target to meet educational funding goals.

How to Pay Off Student Loans While Building Wealth
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While your student loans may be a daunting sum, it is still possible to build wealth even while paying off student debt.

Is Graduate School a Good Investment? Here’s the Formula.
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Your future path is sure to take many unexpected twists and turns, but you should run the numbers. Your future self will thank you.

How Quickly Should I Pay My Student Loans?
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For those who do not want to be investors, a fast-track repayment may be best. But for those willing to save and invest, there is a better option.

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