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

Election Season: Easing Investor Angst

Election Season: Easing Investor Angst

During election season, an overwhelming barrage of messages inundate us. News networks provide an endless supply of political reporting. Video ads stream continually on our televisions, computers, billboards, and devices. It is nearly inescapable. The messages...

Marymount Client Appreciation

Marymount Client Appreciation

We hope you can join us for our annual client appreciation event on Saturday, November 16 at the LeMay Collections at Marymount. Doors open at 11:30am and lunch will be served at noon. Afterward, you're free to embark on self-guided tours at your own pace through...

Key Financial Data 2024

Key Financial Data 2024

If you are interested in the new numbers affecting 2024 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 call our office or email us with any questions.

Election Season: Easing Investor Angst

Election Season: Easing Investor Angst

During election season, an overwhelming barrage of messages inundate us. News networks provide an endless supply of political reporting. Video ads stream continually on our televisions, computers, billboards, and devices. It is nearly inescapable. The messages...

Marymount Client Appreciation

Marymount Client Appreciation

We hope you can join us for our annual client appreciation event on Saturday, November 16 at the LeMay Collections at Marymount. Doors open at 11:30am and lunch will be served at noon. Afterward, you're free to embark on self-guided tours at your own pace through...