Brick M

College Planning Case Study

Share Post: facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.

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.

Share:
facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.
Share Post: facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.

RECENT POSTS

Win the Game of Life (Insurance)

Life insurance is one of the most versatile financial assets available to us. Few solutions carry as many tax advantages, may be used in as wide a variety of situations, and come at such a range of cost.

Lasting Happiness… Who is it for?

Published by Teresa Milner Living in the fast-paced world that we’ve become accustomed to, it’s easy to get sidetracked with all that’s going on around us. What’s important and not urgent? What’s important and urgent? What’s urgent but not important? What’s not urgent and not important?

Are You Picking Up Your Pebbles?

With the New Year approaching, many like to spend time reflecting on past successes, failures, new experiences and gained knowledge, as well as planning for the year to come. As a part of my own reflection, I enjoy reading the following parable…

Investment Discipline

One of the most challenging aspects of investing is not what many may think. Digging through the multitude of options available to place cash can be daunting task. However, keeping your cool when things move in the wrong direction can make or break returns.
1 2 3 77 78 79 80 81 90 91 92
Brick M

Get in Touch

In just 15 minutes we can get to know your situation, then connect you with an advisor committed to helping you pursue true wealth.

Schedule a Consultation