As the summer rapidly comes to an end and families set their sights on the long  academic year ahead, the thought of planning for the future often comes to mind.  It is our hope that the selections in this July edition will help you focus on that planning and provide you with the basic tools necessary for proper wealth preservation for generations to come.  Our featured articles include insights from our CEO,  information on tax planning for college, and advantages of the Georgia Path2College Plan. 

 

It's no secret that tuition rates for college have been increasing at a staggering rate; the average yearly rate for in-state tuition is $8,244 and $20,770 for out-of-state tuition. These figures do not include room and board, books, or supplies.  Here are three popular options available to you. Read more...

The Path2College 529 Plan is an education savings plan operated by the state of Georgia and designed to help families set aside funds for future college costs. Get up to speed on what you can do to save money for your college bound child or grandchild.  Read more...

NOTE: This is a promotional communication dealing with general legal, business,  and tax topics of interest for a broad range of readers. It is not legal or tax advice that readers may rely as a recommendation or advice for their particular situation. You are welcome to print or e-mail this newsletter for other readers.