College Planning

Ep 073: The Cost of Having Kids in School

The cost of having kids in school:
- Frugal wins! Price matching, coupons, planning ahead and on-line deals
- Realizing the perils of using credit cards
- Has your student chosen the right degree?
- Avoid impending debt by working through college, and take ownership of student loans
- The critical impact of creating a budget
- A penny saved, is a penny earned: No amount is too small

 

Ep 057: Dependent Planning 101

Dependent planning 101
- Are you someone’s guardian? Why you need to have a sound financial plan in place
- The importance of having conversations, and the tough questions to ask
- Critical issues surrounding life events of dependents, and the expenses that are associated
- The impact on your cash flow
- Weddings: the best way to calculate the potential expense
- Should you provide a cash gift to your child?
- The importance of enlisting the professional help of a Certified Financial Planner

Ep 016: Understanding Reverse Mortgages

Listen as our hosts discuss the following topics:
- The importance of understanding how advisor fees are paid
- Expert insight on how reverse mortgages works
- What it means to be a "fiduciary"
- College planning…It's more than choosing a school!