Education Planning Resources

In an effort to continue to work together alongside our clients and share information, please see the below external resources that we believe have been useful to aid in education planning from a financial perspective.

Please reach out to your Legacy One Financial Advisor to review and discuss options and to layout a plan.

• Trends in College Pricing
• Saving for College –“College Savings 101”
• Saving for College –“7 Top Benefits of 529 Plans”
• Saving for College –“How much is your state's 529 plan tax deduction really worth?”
• FinAid–The Smart Student Guide to Financial Aid
• The College Board –“Financial Aid 101"
• The College Board –Expected Family Contribution (EFC) Calculator
• Scholly –Scholarship Search
• The Wall Street Journal –“How to Find College Aid –by Yourself or With Help”
• Online College Savings Calculators:
  • https://vanguard.wealthmsi.com/csp.php
  • https://www.savingforcollege.com/calculators/worlds-simplest-college-cost-calculator