Just Starting College Funding Planning
In this stage of the College Funding Planning process, time is often your biggest asset. Focusing on the planning process, rather than the amount needed to save, is a great way to get started. Some common issues addressed in this stage are:
- Process Review
- Needs Analysis
- Asset Assessment
- Goals Evaluation
- Plan Establishment
CLICK HERE to Learn More About the Just Starting 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 Retirement Income.
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.