Education Planning

A common concern among parents and grandparents is the escalating costs of a first-rate college education. We’re here to help you make the most prudent investments in your family’s future.

MarsJewett can help you prepare in the face of a changing financial and educational landscape

If you worry about bearing some or all of the costs of a college education, MarsJewett can show you how to prepare for that burden. Major changes in the tax code in recent years have created a number of investment vehicles that allow college savings to grow tax-free. Let our team show you how to take maximum advantage of the opportunities that have been created in the past few years.

EDUCATIONAL RESOURCES

Staying the Course in a Noisy Market

Staying the Course in a Noisy Market

Client Event Recap · Markets & Discipline Key takeaways from our conversation with Dimensional’s Marlena Lee, PhD A few weeks ago, we had the pleasure of hosting Marlena Lee, PhD, Global Head of Investment Solutions at Dimensional Fund Advisors, for a...

2026 Key Financial Data

2026 Key Financial Data

If you are interested in the new numbers affecting 2026 taxes, retirement contributions, health savings, Medicare, and more, please read or download the PDF below to have on hand. As always, do not hesitate to reach out to our team with any questions. Key Financial...

Staying the Course in a Noisy Market

Staying the Course in a Noisy Market

Client Event Recap · Markets & Discipline Key takeaways from our conversation with Dimensional’s Marlena Lee, PhD A few weeks ago, we had the pleasure of hosting Marlena Lee, PhD, Global Head of Investment Solutions at Dimensional Fund Advisors, for a...

2026 Key Financial Data

2026 Key Financial Data

If you are interested in the new numbers affecting 2026 taxes, retirement contributions, health savings, Medicare, and more, please read or download the PDF below to have on hand. As always, do not hesitate to reach out to our team with any questions. Key Financial...