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Plan for Education

Education expenses can be a significant part of your household budget. Whether paying for private school today or saving for college tuition tomorrow, it’s best not to wait until the last minute to save for continued learning.

Your financial plan should be all-encompassing and incorporate saving for education for your children, grandchildren – or even yourself. There are a number of ways to save, and it’s important to consider the tax consequences (or benefits) of each option. At Turner Wealth Management, we help identify tax-saving options and offer advice for the best way to fund future learning.

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