Current market volatility • Savings vs Investing • Your retirement plan investment options defined and explained • The case for alternatives • Growth vs Value • How important are dividends? • Risk tolerance assessment done correctly • Guiding Principles & Strategies • What will happen with interest rates?

“Retail” vs Actual college costs ■ FAFSA recent changes - The needs based financial aid system ■ Where does the money come from? ■ How much is enough? ■ Tax Advantaged savings vehicles (Section 529 plans, Coverdell Education Savings Accounts, Individual Retirement Accounts, Uniform Transfer to Minors Accounts, Roth IRA’s, etc.) ■ Tax Credits/Deductions ■ […]