Category Archives for "College Planning"

Aug 01

Four Tactics to Get the Most Out of the College Planning Process

If choosing to save for your child’s future college education needs is a priority for you, it is imperative that it be included in your overall wealth management plan.  I say choose because you likely have multiple financial priorities already tugging at you such as retirement, caring for an aging parent, or health care issues […]

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Jun 20

Six Last-Minute Strategies to Save for College

Advising parents who have started saving for college a little too late can be a very difficult conversation.  Telling a student who has worked diligently over the last 3 or 4 years to get into a prestigious college or the college of their dreams that they can’t afford to go is gut-wrenching. While inflation may […]

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Nov 27

The Alternative College Savings Plan

Besides saving for retirement, saving for college is the most discussed wealth planning topic that I address when working with families.  A child born in 2018 that begins kindergarten in the fall of 2023 would attend college between the years of 2036 and 2040. If that child attended an average public in-state 4-year college and […]

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