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ducation requires discipline. So does investing for education. Unlike investing for retirement, which requires long-term strategies more tolerant of short-term risk, paying for college requires a higher degree of safety so that the money is available when you need it in 10 to 15 years.

Directly saving for education is one of the last steps in a sound financial plan. Before that, you should be funding every available tax-deductible and tax-deferrable retirement savings option. Many of these investments include provisions for making early withdrawals for education-related expenses.

Many investors don't realize that investing in your own home can be an excellent way to create wealth that can be used for educational expenses later. We'll be glad to show you how.

ESAs, HSAs, and 529 Plans are some of the additional investment options we'll cover as we plan for your family's educational future.

And don't forget that your children can invest in their own financial future through student loan programs. Student loans can be an important step toward personal responsibility for your children even as they reduce your immediate educational financial burden.

If you're lucky, your child will be a star athlete or an academic genius, qualifying for full scholarships. But colleges are increasingly taking the politically correct approach of awarding scholarships based on financial need, which could leave you holding a larger bill than you deserve. Schubert Financial Associates is here to help keep that from happening.
 

Invest for...

Retirement

Education

Asset Accumulation

Did you know...?

In the first schools, in Sumer around 3000 BC, a student paid tuition directly to his teacher for each class. It's no surprise that the punishment for playing hooky was severe!

 

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