Life Transitions: Education Planning

Saving for education spending doesn’t have to be the only way you save for future education. In fact, flexibility is a keep term most of our clients are looking for when it comes to education planning.

In fact, it’s first important to understand what your goal is to assist your child, grandchild, or loved one. How much responsibility do you want them to have? Have you talked to them about the amount you are willing to cover vs them?

Plus, you do not want to overlook the opportunities for scholarships and grants before you go to your investments, savings, or loans.

You selected this content with a purpose. So, start the process now. We would be honored to be the team to serve you through this time. Schedule your wealth assessment with us today.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Forethought Planning, a Registered Investment Advisor. Forethought Planning and LPL Financial are separate entities. The LPL Financial Registered Representative associated with this site may only discuss and/or transact securities business in Minnesota, USA. 2022 © Forethought Planning. All Rights Reserved.

Share This Post

How can we help you on your wealth journey?
Our team is ready to guide you through your next steps.
Get in touch.

Subscribe To Our Newsletter

Sign up to receive a notification when a new blog post is published, as well as economic updates, financial planning knowledge, and helpful resources.

More To Explore

Wise Women Build Wealth

On today’s episode, we are talking about making a career change and the importance of a support system during big transitions. The questions you might ask yourself are; How do you know when it’s time to move on? What do I need to know about tax planning and retirement planning while transitioning? According to a survey by InHerSight, seven in ten women are looking to change careers. This is up 28 percent since we posed the same question just last year. So, why are they looking to change careers? We are seeing that a common theme is “burnout.”

My Favorite Moments as we Celebrate Episode 100

I am pumped that we are celebrating our 100th episode of The Thrive Forward podcast. Our first podcast episode aired August 26, of 2020 and it is now July of 2022. During this time, we have covered a variety of topics ranging from personal to professional as well as abstract to complex financial topics. I have sat down with countless leaders across many fields, all of them demonstrating the reality that money touches every aspect of your life.