College Planning

How Do I Save for College?

How Do I Save for College?

Two popular paths are to use a 529 savings plan or a Roth IRA. There are some accounts that I tend to shy away from (UTMA, UGMA, ESA’s, & Cash Value Life Insurance) for college purposes. Depending upon the situation and risk tolerance, cash value life insurance...

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How to Prioritize: Retirement vs. College

How to Prioritize: Retirement vs. College

“How do I prioritize saving for my own retirement versus saving for my children’s college education?” The most fitting analogy is the message, “in the event of an emergency, please put on your oxygen mask before assisting others.” You very well might love the idea of...

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What Are You Saving For?

What Are You Saving For?

The planning process begins with identifying our goals.  I personally like creating t-charts (see example above).  On the left column, I create a list of reasons why I wouldn’t be able to accomplish my goals.  In my example, those are risks that can be transferred to...

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College Planning

Disability Insurance

Estate Planning

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Investments

Life Insurance

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Roth IRA

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graphic 10 actions to take

10 Actions To Take 10 Years Before Retirement

In this paper we discuss 10 actions you should take to develop and deploy a successful long-term wealth plan. It will help you make decisions about your financial journey today and well into your retirement chapter.

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