Q1 is over! Are you on track? Click here for a Q1 Review of your 2025 Business Plan!
No credit card, no obligation Financial Professionals only
Already a Horsesmouth member?
Skyrocketing college costs mean you and your clients need to become experts on the various college savings vehicles. Here's a compilation of the latest rules and information you need to know about 529 plans, school loans, tax credits, and more.
Moving money around can reduce a client's college contribution and make children eligible for more aid—if it's done in a timely fashion.
If their child's private-school college plans are hurting their retirement, clients should probably find another way to meet education goals.
To put aside more money for college tuition, parents are dipping into their retirement funds.
By considering alternatives to the standard "four years and graduate" routine, clients and their children can find ways to cut costs and get the kids through college debt-free.
IMPORTANT NOTICE This material is provided exclusively for use by Horsesmouth members and is subject to Horsesmouth Terms & Conditions and applicable copyright laws. Unauthorized use, reproduction or distribution of this material is a violation of federal law and punishable by civil and criminal penalty. This material is furnished “as is” without warranty of any kind. Its accuracy and completeness is not guaranteed and all warranties express or implied are hereby excluded.
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