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

The Planning Process

The Planning Process

While the federal and local elections have been a primary focus for many of us lately, we thought this would be a good time to remember and review the core purpose and value of the work we provide:  Financial Planning.  There are many things we cannot...

Covid Operational Update November 2020

Covid Operational Update November 2020

MarsJewett recognizes the need to provide full transparency of our operational procedures during the Coronavirus (COVID-19) outbreak. The safety and health of our employees, teams and partners is extremely important as we respond...

October 2020 T. Rowe Price Webinar Notes

October 2020 T. Rowe Price Webinar Notes

On October 15th we had the chance to host a Zoom webinar with Chris Dillon, CFA, MBA, Investment Specialist for T. Rowe Price (TRP). Chris works in the Multi-Asset Division of TRP and communicates their investment philosophy with clients. We hosted a Q&A whereby...

The Planning Process

The Planning Process

While the federal and local elections have been a primary focus for many of us lately, we thought this would be a good time to remember and review the core purpose and value of the work we provide:  Financial Planning.  There are many things we cannot...

Covid Operational Update November 2020

Covid Operational Update November 2020

MarsJewett recognizes the need to provide full transparency of our operational procedures during the Coronavirus (COVID-19) outbreak. The safety and health of our employees, teams and partners is extremely important as we respond...