Education

Financial planning for college education

Planning for education expenses can seem daunting, but with help from Mesirow's wealth advisors, it doesn't need to be. We work with individuals and families to help create comprehensive financial plans, across generations, that help prepare for pivotal life events like college. A 529 college savings plan is one example of a potential  solution to help accumulate and invest for future educational needs.  

The articles below offer more insights into this topic.

Saving for college: 529 Plans

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Active early planning and some creativity can help position your family to be financially well-prepared to send the next generation off to college.

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Your guide to 529 Plan withdrawals

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Each fall, many of our clients’ children and grandchildren begin their college experience. Now is a good time to review how to spend those 529 College Savings Plan assets.

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College checklist: Five tips for parents

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Sending your young adult off to college or university can be both scary and exciting. These tips may help you help your child navigate some important financial planning and life issues.

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529 Plans not just for college anymore

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Section 529 College Savings Plans have traditionally been used to save and invest for college education. However, legislative reform has expanded how 529 Plans can be used as an educational funding vehicle.

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Wealth advisory services offered by Mesirow Financial Investment Management, Inc., an SEC-Registered Investment Advisor. Securities offered through Mesirow Financial, Inc., member FINRA, SIPC. Advisory Fees are described in Mesirow Financial Investment Management Inc.’s Part 2A of the Form ADV. Mesirow refers to Mesirow Financial Holdings, Inc. and its divisions, subsidiaries and affiliates. The Mesirow name and logo are registered service marks of Mesirow Financial Holdings, Inc.