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College Planning: Breaking Down the Best Accounts and Strategies
In this episode of FIN-LYT by EWA, lead advisors Jamison Smith and Chris Pavcic tackle the topic of college planning. College planning is often a high priority for parents, second only to retirement funding. It is essential to select the optimal savings accounts based on individual goals including
529 plans, Roth IRAs, and more. Beyond the financial aspects, Jamison and Chris emphasize the importance of a well-defined vision and philosophy concerning education, underlining how these foundations play a big role in charting a successful education plan. Whether you're a parent or a student, this
discussion will equip you with the tool to navigate the landscape of collegeplanning with confidence and clarity.
Additional Content Available on YouTube
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Connect with EWA
https://ewa-llc.com/Follow Us on Social Media
https://www.instagram.com/ewa.llc/
https://www.linkedin.com/company/equilibrium-wealth-advisors/
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View EWA Disclosures and Firm ADV: https://adviserinfo.sec.gov/firm/summary/308977
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By EWA LLC
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5151 ratings
In this episode of FIN-LYT by EWA, lead advisors Jamison Smith and Chris Pavcic tackle the topic of college planning. College planning is often a high priority for parents, second only to retirement funding. It is essential to select the optimal savings accounts based on individual goals including
529 plans, Roth IRAs, and more. Beyond the financial aspects, Jamison and Chris emphasize the importance of a well-defined vision and philosophy concerning education, underlining how these foundations play a big role in charting a successful education plan. Whether you're a parent or a student, this
discussion will equip you with the tool to navigate the landscape of collegeplanning with confidence and clarity.
Additional Content Available on YouTube
https://www.youtube.com/@FIN-LYTbyEWA?sub_confirmation=1
Connect with EWA
https://ewa-llc.com/Follow Us on Social Media
https://www.instagram.com/ewa.llc/
https://www.linkedin.com/company/equilibrium-wealth-advisors/
https://www.facebook.com/EquilibriumWealthAdvisors/
View EWA Disclosures and Firm ADV: https://adviserinfo.sec.gov/firm/summary/308977
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