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Are your clients complacent about saving for that inevitable tuition bill? Show them the numbers. A look at the cold, hard facts might startle them into doing the necessary planning to ensure that their kids' college costs are covered.
More and more affluent clients are being caught in the college funding dilemma: they make too much money to qualify for sufficient financial aid, yet not enough to write out those staggering tuition checks. Student and parent loans may fill in the gaps—especially at today's low loan rates.
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025