It may be difficult to know where to begin when saving for a college education. Do you want to save for tuition only? What kind of schools are you considering (in-state or out-of-state, public or private)? Costs can vary significantly across the country.  Do you want to plan with a national average cost or identify a regional average?

At Marotta Wealth Management, we help our clients meet their college funding goals by designing age-specific portfolios in tax-efficient 529 college plans. Our work for each client is tailored to meet his or her specific college savings goal. We then monitor and annually rebalance each account to ensure savings and investments are on target to meet educational funding goals.


What Expenses Can My 529 Account Reimburse in 2017?
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While this may seem complex, don’t let it deter you from using a 529 account to the fullest extent possible.

Is Graduate School a Good Investment? Here’s the Formula.
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Your future path is sure to take many unexpected twists and turns, but you should run the numbers. Your future self will thank you.

Start Saving for College the Day They Are Born
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My youngest is a first-year student at the University of Virginia. My coauthor Matthew’s youngest child was born only a month ago. There is no such thing as saving too early.

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