An August Letter to Clients: Building a College Fund—Smart Ways to Save
Aug 5, 2026
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Charles Sherry, MSc
The cost of a four-year degree keeps climbing, but families have a variety of ways to prepare for it. With this month’s client letter, share the basics of 529 plans, Coverdell ESAs, custodial accounts, and other college savings options, and help clients choose what fits their situation.