Education Planning Several steps must be taken in the financial planning of an education:
- Assess the individual’s financial situation.
- Calculate college costs for each beneficiary of the plan (Click here – StateTrust calculator)
- Establish financial goals, budgets, and the time necessary for reaching them.
- Investigate and determine investment options for your education savings.
- Choose Eduplan, or Scholar to ensure an income every six months for the beneficiary’s education.