With school back in session in most of the country, many parents are likely thinking about how best to prepare for their children’s future college expenses. Now is a good time to sharpen one’s pencil for a few important lessons before heading back into the investing classroom to tackle the … [Read more...] about The ABCs of Education Investing
“Time Flies. It’s up to you to be the navigator.” Robert Orben All of a sudden your child is in high school and the realization begins to set in that college is pending. How did you get to this point and how are you to navigate the many questions on planning and preparing for … [Read more...] about Searching for the Right College
The mail arrived with a letter from the university that our daughter is attending with the tuition increase for next year. The high cost of providing your child a college education is staggering. How can you plan for this large number? And will the tuition costs continue to climb? According … [Read more...] about 529 Plans and Your Choices
Maureen's article in this quarter's edition of Autumn Year's is now available. She addresses three key strategies for contributing to your grandchild's financial future. The right choice depends on how much you intend to give, as well as on your grandchild's stage of life and the goal of the … [Read more...] about How to Contribute to Your Grandchild’s Financial Future
The time of year has arrived for graduation season…graduating from college, high school, middle school and yes even preschool are times of celebration. It is a time to reflect on all of the achievements of your child and how time seems to have flown by. The amount of preparation that has occurred … [Read more...] about College Planning Using 529 Plans
If you have children, planning for college is a topic that you should begin to discuss with your financial advisor during your first meeting. With the cost of a college education increasing every year, the number that needs to be saved is staggering. But just like retirement, planning for college … [Read more...] about Planning for College – The Sooner the Better!