Planning for future education expenses can feel overwhelming, especially with the rising cost of tuition and related expenses. Fortunately, there are tools available—such as 529 college savings plans—that may offer tax advantages and flexibility to help families set aside funds for qualified education costs.

At The Ramos Group, we help individuals and families understand how 529 plans work and what role they might play within a broader financial plan. Our discussions focus on helping you evaluate different contribution strategies, potential growth opportunities, and the various ways these funds can be used for education.

By gaining a clearer understanding of your options, you can make informed choices about how best to prepare for future education needs in a way that aligns with your overall financial goals.