College Planning
Having went to college, we understand the increasing importance of having a college degree, but we also understand the increasing cost. Working with a financial advisor in Westchester on a college savings plan could greatly influence your child’s future. New York State offers tax incentives through a 529 college savings plan, and JP Morgan has an advisor guided college savings plan (ny529advisor.com). Save time, money and taxes by using a financial advisor for a 529 college savings plan in Katonah or Rye. Better yet, since we know that you are busy changing diapers, we will come to you!