In this stage of the College Funding Planning process, knowledge is often your biggest asset. Reviewing your plan prior to enrolling in college could make a beneficial impact on reaching your objectives. Some common issues addressed in this stage are:
- Process Review
- Needs Analysis
- Goals Reassessment
- Plan Review
- Finalization of Planning Process
CLICK HERE to Learn More About the Approaching College Stage of the College Funding Planning Process.
Information and Questions
Here are some questions and things to think about when it comes to Fixed Annuities
Inflations Impact on College Funding.
What assets are taxable
When/How to Access Financial Aid.
How to Maximize Financial Aid.
What College Funding Options are Available.
How College Funding will Imapact Retirement Income.