Tips For Grandparents Funding College Costs For Their Grandchildren

Our clients get excited when talking about their grandchildren.  We get excited when they ask questions and express interest in talking to us about them too! Many grandparents want to help fund college education for their grandchildren, particularly if they already have enough money to ensure a comfortable retirement income for themselves.  But who should…

Part II: Congress May Have Just Changed Your Retirement Planning

Last week I shared two key ways the rules for retirement planning have just changed based on Congress passing what’s been called the “SECURE Act”. The rule changes I shared last week around distribution age and inherited IRAs can affect a broad audience. Below I share changes that I feel affect a smaller pool of…

5 Things to Do, Financially, Before You’re 50

For many, the summertime means having a looser schedule and “longer days” with more daylight to get things accomplished. It’s a symbol of freedom; no school for kids, a popular vacation time, maybe even more casual attire at work. I’d venture to guess, it’s also the time of the year where people think about retirement…

4 Things Grandparents Should Know About Paying for College

My experience tells me that many grandparents want to help fund college education for their grandchildren, particularly if they already have enough money to ensure a comfortable retirement income for themselves. My experience also tells me that to help fund these education goals, most grandparents gravitate to the popular 529 plan*, a savings vehicle where…