As college gets closer for your child or your kids, even if you’re planning way ahead, it can suddenly complicate your finances and your personal financial goals. Here’s why it’s a critical time to consider hiring the right financial advisor, so you can develop the right plan for college, your retirement, savings, investing, and all your long-term financial goals.
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Questions to Ask Your Financial Advisor About College Planning
If your family has a financial advisor or you’re looking to hire one to help you with college, it’s crucial to make sure you ask the right questions and make sure you’re working with someone who has the right expertise in retirement, college, investing, and overall financial planning. Here’s what to ask and how to evaluate the answers.
529 Plan Investment Options: A Quick Guide for Parents
When opening up a 529 plan to save and invest money for college, you have several investment options available. In this article, we’ll take a look at typical 529 plan investment options, your choices and their potential benefits, and how your investments will work once you’ve chosen them.
THCC Episode 135 – Appealing and Negotiating Financial Aid Decisions
If you’ve had a change in income due to divorce, loss of business income, a natural disaster, or other special circumstances, you can potentially appeal a college’s financial aid decision or negotiate for more money. Hear how one parent did this successfully in my latest podcast episode. Listen now. Listen Now…
THCC Episode 119 – How to Make College Planning Easier by Working with Consultants
High school counselors often help students as part of the college planning process, but with a ratio of one counselor per 100 students, they’re limited in how much and how often they can help. This is why it’s important for parents to consider working with independent educational consultants. In this episode, we talk about working with consultants to make college planning easier, including how they can help, what you can expect, and why it’s so critical to start planning early. Read More…