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Investment advisory, financial planning, college funding, later
life planning, and insurance services offered through MARCA Inc.
Securities offered through Triad Advisors, Inc., member
FINRA/SIPC. Triad Advisors, Inc. is not an affiliated entity.
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College Planning IS Retirement Planning!
Paying for your child's college education may be the most important investment of your life. With the average cost around $65,428, the more you know about college financing, the closer you’ll be to retiring on time.
How can you make sure you’re spending those dollars so your child gets the best bang for your buck and you retire on time? By avoiding mistakes that raise the cost for college.
If you have children, retirement planning starts with a college plan. Does your plan answer these questions?
- How will we fund college and retire on time?
- Should we plan a college fund for 4 years or 5 years?
- Do we save using PACT, 529, gifting or leverage financial aid?
- I make $125,000, should we save for college or retirement?
Regardless of whether you're designing a plan for a young child or a child who's about to enter college, funding is a complex undertaking. The Funding Spectrum illustrates some of the options you can use to lower college cost.
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