College

The Strategic College Plan

Essential Financial Strategies is pleased to announce a new service–The Strategic College Plan.   This service helps families figure out how to pay for college while minimizing  the future burden of college student loans.   Using a sophisticated knowledge base, Rorik Larson assists families to predict their Expected Family Contribution. 

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Make Money Smart Kids with Educational Savings Accounts

Coverdell Educational Savings Accounts (ESAs) are a useful source for education funding.   Often, these accounts are overlooked because of their limitations.  By understanding ESA rules, proactive parents can provide kids money education not just education funding. Understanding the ESA Rules Contributions:  Anyone may contribute to an ESA for a child under 18 years of age. 

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