New York: Ithaca, NY
New Jersey: Flanders, NJ

Education Planning

Think the only way you'll be able to afford your child's future college bill is by winning the lottery? Think again. While the soaring costs of college can be overwhelming, a bit of careful planning can help you leap this financial hurdle. In fact, thanks to some generous tax code changes, it's now easier than ever to save.

But it also can be terribly confusing. What is the cost of a college education? Are there Qualified Tuition Programs? Should I invest in a 529 plan or an education savings account? What about setting up a trust? Is a Traditional or Roth IRA a better option? Each of these questions and more are what make our expertise so valuable. We know what a difficult and important decision this is to make. That is why we offer a free consultation with one of our specialists to help you better understand and take advantage of all the choices available to you.


This website is for informational purposes only and not an offer to buy or sell securities.
Angela O'Neill is licensed in New York, Florida, Georgia and Maryland.

New Horizon Financial Strategies ("NHFS") is a registered investment adviser offering advisory services in the State of New York and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by NHFS in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of NHFS, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties' informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.

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