College Funding

The Ideas for Your Article in this section focus on college funding for children and grandchildren. If you would like to use one of these articles in your news and announcements section, simply let us know the article number (in parentheses after the title). Don’t use one of our newsletters? Find out more here.

Preparing for the Cost of College (#0719-1567)

We all want our children or grandchildren to grow up to be healthy, wealthy, and wise. While a good college education generally provides a solid foundation in that direction, many parents are intimidated by the potential costs involved in paying for college. Instead of side­stepping the issue, take time to plan, save, and enlist professional help in reaching your college funding goals.

I can help you assess your situation to provide a unique solution to your needs, taking into account your individual situation. For example, families with young children may simply need to establish a routine savings plan with the appropriate investment choices, such as a Section 529 plan. On the other hand, parents with children nearing college age with very little set aside for college costs might need to save significant sums of money as well as conduct a thorough analysis of financial aid possibilities.

Planning ahead, whether your child is young or nearing college age, will allow you to assess all the options available to you and your future college student, selecting those best for your situation. Call today to get started. Your child’s path to becoming healthy, wealthy, and wise starts with you.

The Rising Costs of College (#0719-1568)

One of the most significant expenses a family may face is the cost of a college education for their children. Not only are college costs increasing at an alarming rate, many parents are forced to deal with the cost of college at a time when they should be concentrating on saving for their own retirements. Some strategies to consider include:

  • If possible, start saving for college as soon as your child is born. Make sure you save regularly so that compound interest will work for you for many years.
  • When your child enters high school, begin moving your portfolio to more liquid investments so you’ll have the available cash to meet upcoming college bills.
  • Part of the college application process should be to apply for financial aid and familiarize yourself with all aid options. You will need to learn the rules and regulations pertaining to financial aid to avoid missing opportunities for loans or grants.

If you’d like more details, please call, and we can begin working on a college plan for your children.

Worried about College Costs? (#0115-1276)

One of the most significant expenses a family will face is the cost of college educations for their children. Not only are college costs increasing at an alarming rate every year, many parents are forced to face these expenses at a time when they should be preparing for their own retirements. Because the costs are so staggering, you should start your savings program immediately.

I can help you design and implement a college savings program. Together, we can assess:

  • The cost of college now and estimate the future cost when your child will enter college
  • Review financial aid programs and eligibility requirements
  • Consider strategies for investing college funds
  • Determine how much you need to save monthly in order to pursue your goal

Don’t wait until your child is close to graduating from high school before worrying about how to finance college costs. Call now, and together we can develop a plan for you to pursue your goals.

Time Marches By (#0714-1244)

Doesn’t it seem like just last year you sent your children off to their first day of kindergarten, clutching their lunchboxes with tears in their eyes (and maybe yours)?  It was about that time that you said you were going to begin setting aside money each month to ensure your child would have enough funds to attend college.  It was a great idea…if only you had started saving then.

Start saving for your children and grandchildren’s educations.  It is easier than you think.  Please call and ask me what I can do to help you begin.

College Funding Costs (#0412-1100)

One of the most significant expenses families face for their children is the cost of college educations. Not only are college costs increasing at a startling rate every year, but many parents are forced to deal with these expenses when they should be concentrating on saving for retirement. Some strategies to consider include:

  • Begin saving early — if possible, start when each child is born. Make sure you save regularly so that compounding returns will work for you over a period of many years.
  • When your child enters high school, start to move your portfolio to more liquid investments so you’ll have the available cash to meet upcoming college tuition bills.
  • Part of the college application process should be applying for financial aid and familiarizing yourself with all aid options. You will need to learn the rules and regulations pertaining to financial aid to avoid missing opportunities for loans or grants.

If you’d like more details, call so we can begin working on a college savings plan for your children right away.

Begin Preparing for College Funding
(#0412-1101)

We all want our children and grandchildren to become healthy, wealthy, and wise. While a good college education can provide a good beginning in that direction, many parents are intimidated by the potential costs involved. Instead of ignoring the issue, take the time to plan, save, and enlist professional help in reaching these college funding goals.

I can help you assess your situation to provide a unique solution to your college education needs, taking into account your individual financial situation. For example, families with young children may simply need to establish a routine savings plan with the appropriate investment choices. On the other hand, parents with children nearing college age with little in savings might need to save significant sums of money as well as conduct a thorough review of financial aid possibilities.

Planning ahead, whether your child is young or close to entering college, will allow you to assess all available options, selecting those best suited to your situation. Call today to begin. Your child’s path to becoming healthy, wealthy, and wise starts with you.