Education and College
Savings

Invest in Their Future – Without Sacrificing Yours

At Bickling Financial Services, we help families prepare for the rising cost of education with smart, tax-efficient strategies. Whether your child is still in diapers or already touring campuses, it’s never too early (or too late) to start planning.

WHAT WE OFFER

529 COLLEGE SAVINGS PLANS

  • Tax-advantaged growth for qualified education expenses

  • Flexible use across accredited institutions nationwide

  • State-specific benefits and potential deductions

  • No income limits or age restrictions for contributors

FAFSA GUIDANCE

  • Annual support for completing the Free Application for Federal Student Aid

  • Insights on how 529 plans affect aid eligibility

  • Strategies to maximize need-based aid while saving responsibly

EDUCATION PLANNING

  • Custom savings projections based on school type and timeline

  • Coordination with financial aid, scholarships, and student loans

  • Planning for private school tuition, special needs trusts, and more
Bickling - Education/College Savings - Why it Matters

Why it Matters

College costs are rising, and financial aid rules are changing. The recent One Big Beautiful Bill Act reshaped federal student loan limits, Pell Grant eligibility, and 529 plan usage — making proactive planning more important than ever.

Tools & Resources

We use trusted platforms like My529 and SMART 529 to offer well-researched investment options, leveraging insights from evaluators like the Morningstar Analyst Rating™.

Our advisors stay current on FAFSA updates and federal legislation to guide you through every step.

Let’s build a college savings strategy that fits your family’s goals.

DISCOVER WHO WE SERVE

Insights from the Bickling Team

EXPLORE OUR BLOG

Contact Our Team

Have a question? Please complete this form and we will get in touch with you within one business day.
Bickling Logo Color

LEXINGTON MAIN OFFICE

35 Bedford Street Suite 15
Lexington, MA 02420
Office: (781) 862-9792
Fax: (781) 674-2545

Email Us

LYNNFIELD OFFICE

200 Broadway #305
Lynnfield, MA 01940
Phone: (781) 268-0555

SOUTH EASTON OFFICE

45 Bristol Drive, Suite 101
South Easton, MA 02375
Office: (508) 230-3588

Legal & Privacy | Web Accessibility Policy

Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
HTA Client Relationship Summary
HTS Client Relationship Summary

Hightower Advisors, LLC is an SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Securities offered through Hightower Securities, LLC, Member FINRA/SIPC. brokercheck.finra.org