Whether you're just starting out or you've already saved thousands toward college, this course can help you get the most benefit from your college savings.
If you’re Wisconsin taxpayer, my program will teach how to potentially save thousands in taxes while saving for college, using one of the Wisconsin 529 plans.
529 Jumpstart - Wisconsin Edition contains everything you need to take your college savings to the next level.
This course has 20 videos that average 9 minutes each. They cover:
A portion of the course is designed for true beginners. I show you the 11 steps to 529 success. I then give you worksheets and checklists to guide you through each step.
The course includes worksheets and calculators that save you time and get you up and running quickly.
I know you're a busy parent. That's why this course is divided into smaller modules, so you complete them on your own time, any time!
You can complete the course in a single afternoon or spread it out over a few weeks. The pace is up to you.
Many people learn best by seeing examples, so this course includes multiple in-depth case studies. These examples vary from beginner to advanced, and they show a variety of proven and effective strategies to help you save more for college.
A portion of this course will take you beyond the basics. Even if you have a 529 for each of your children, there’s much more you can do.
My advanced strategies will significantly increase your 529 benefits.
I’ll help you take your 529 plan to the next level. Many people can greatly improve their tax savings by implementing my intermediate and advanced 529 strategies.
If you feel you’re not a “financial person,” you’re not alone. However, you still need to plan and pay for college. Realistically, you have three choices:
This course will show you what you need to know, so you can decide if it's something you can handle yourself or you might need a little help.
College planning requires specialized expertise. Unfortunately, many CPAs, accountants and financial advisors are not well-versed in college planning. Their advice is often not accurate, not useful, or flat out wrong.
This course goes well beyond what 90% of advisors are currently doing for their clients. It also includes a section on working with professionals, to help you make sure there’s a good fit for your needs and you’re getting the best possible advice.
It’s never too late to start. Once you have teenagers, it’s time to buckle down and focus on college. This course is designed specifically for parents of high school students. My strategies show you how to save for college and save taxes at the same time, putting you on the fast track to more savings. It’s a chance to put your children on a path to a better future.
If the course doesn’t work for you for any reason, we’ll refund your money, no questions asked. Contact us within 30 days of your purchase and we’ll issue a full refund.
If you're unsure if this course is the right choice for you, there are two valuable resources we offer to help you along before you decide:
Join Our Newsletter
Our free newsletter is full of great content dedicated to helping families in the college financial planning process. The content you will receive will allow you to get a better grasp on your college financial planning situation in order to help you decide what works for you and your family.
Attend A Webinar
Brad hosts free webinars dedicated to explaining the ins-and-outs of 529 Plans to parents and answering their questions about the 529 process. If you're still unsure if this course is right for you, attend one of the free webinars to fully understand the benefits the course offers.
I’m Brad Baldridge, a Certified Financial Planner®, College Funding Consultant, and chief podcaster of Taming The High Cost Of College.
I provide customized planning using the latest financial aid, tax, cash flow, and academic strategies.
Using these strategies over the past 10 years, I've helped hundreds of families save money on their college expenses and help make their students’ college dreams a reality.
Brad is a registered representative of Cambridge. He is a CERTIFIED FINANCIAL PLANNER, TM, professional and is a member of the local and national chapters of the Financial Planning Association.