Brick M

College Planning Case Study

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Story: A couple who has two young elementary aged children and haven’t saved anything for their college yet. They are worried about not having college savings for their children when the time comes, and letting their children drown in student debt post-college. The couple is thinking about tapping into their 401k retirement accounts instead of a setting up a college fund.

Solution: Develop a strategy that can help them balance funding college without running the risk of not funding their retirement goals.

Result: We can help them navigate how to save for both college and retirement in the most efficient manner.

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