Most parents want to help pay for their kids’ college and still have a comfortable retirement. In this article, I’ll show you how to do it by starting with a few important questions and the right strategies to help you plan.
college financial planning
Advanced 529 Plan Strategies to Maximize College Money
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.
Smart Ways to Use Your 529 Plan
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.
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 154 – 529 Plans and the Gift of College
Patricia Roberts is a former college student who had to borrow thousands of dollars in student loans to help her pay for school. But once she became a parent, she didn’t want her daughter to suffer through the same struggle. She used a 529 plan to save and invest money for college tax-free, and her daughter graduated college with zero debt. Along the way, Patricia became an expert in 529 plans and founded a company and platform that helps parents learn about them and make their own 529 investments. Listen to my interview with Patricia to learn more about 529 plans and why they’re such a great option. Listen Now…
THCC Episode 147 – Making Wise College Decisions with the 5|10|20 Outcomes Rule
Parents want to help their kids plan for college, and one of the biggest challenges is helping them make a wise decision. In this podcast episode, I’m joined by Mike Flynn, owner of Engenius Learning, to talk about when it’s best to start preparing your student for college, how much emphasis to put on testing, and how to use his 5|10|20 outcomes rule to balance your investment in college against your long-term outcomes and financial returns. Listen Now…
