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Saving for College

Whether they want to grow up to be a farmer or a firefighter, as parents and grandparents we want to support them and their dreams, as best we can.


First Heritage Federal Credit Union Investment Services and our CFS* Financial Advisor can help you; help your children and grandchildren by:








  • 529 Plans**
  • Coverdell Education Savings Accounts
  • UGIMA & UTMA Custodial Accounts for Minors
  • Will Medicaid count my Grandchild's 529 plans as part of my assets? 
  • Can I access the money in the event of an emergency? 
  • Can a 529 plan affect my grandchild's chance of receiving Financial Aid?
It is important to start saving early. Use the calculator link below to learn how much you should be saving.
 
Schedule an appointment with our Investment Advisor, to learn more about higher education planning needs, by scheduling a free, no-obligation appointment 
 
















































Educational Resources:

Man and woman at a table reviewing their finances on paper while using a calculator

Saving for Retirement and a Child's Education at the Same Time

You want to retire comfortably when the time comes. You also want to help your child go to college. So how do you juggle the two? Continue reading about Savings for Retirement and a Child's Education...
Two college students sitting with their books while smiling

529 PLANS

Did you know that having a plan to save for your child’s college education actually increases the chances that they will attend?
Woman budgeting in a notebook

PAYING FOR COLLEGE

College costs are rising, but with strategic planning and saving, paying for education can be within your reach. Continue reading about Paying for College..

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*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA(Opens in a new Window) / SIPC(Opens in a new Window)) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional, information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.