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Ever-rising tuition rates may tempt cash-strapped clients to tap their retirement savings, but that's not a good strategy in the long run.
College planning isn't for parents only. In fact, the whole family should get an immersion course in financial planning.
Paying for college can get complicated when you're dealing with multiple accounts. Before clients start writing checks, help them determine what tax credits, deductions, rules, and sunsets will help increase their financial aid packages.
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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