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

Why Tax Planning Matters

Why Tax Planning Matters

Check out the PDF below on Why Tax Planning Matters. Please bring a copy of your most recent tax return to your next review meeting, and we can take it from there.

Spring Cleaning for Finances

Spring Cleaning for Finances

As the emergence of the spring weather reminds us to clear the clutter from the closets and spruce up the yard, our finances often need a spring cleaning, too. Perhaps no month is timelier for honing financial knowledge than April. Perched perfectly between the winter...

Key Financial Data 2022

Key Financial Data 2022

If you are interested in the new numbers affecting taxes, retirement contributions, health savings, Medicare, and more, please read our download the PDF below to have on hand.

Why Tax Planning Matters

Why Tax Planning Matters

Check out the PDF below on Why Tax Planning Matters. Please bring a copy of your most recent tax return to your next review meeting, and we can take it from there.

Spring Cleaning for Finances

Spring Cleaning for Finances

As the emergence of the spring weather reminds us to clear the clutter from the closets and spruce up the yard, our finances often need a spring cleaning, too. Perhaps no month is timelier for honing financial knowledge than April. Perched perfectly between the winter...