As college-bound students decide where they’ll spend their years ahead, Coby and Karen share important documents to have in place for adult children and their best tips for tapping into 529 College Savings Plans - plus some easy mistakes to avoid!
 
Show Notes Links:
<ul>
 <li><a href="https://www.savingforcollege.com/eligible-institutions⁠" target="_blank" rel="noopener noreferer">529 College Look-Up</a></li>
 <li><a href="https://info.beaconpointe.com/imperative-documents-for-college-students ⁠" target="_blank" rel="noopener noreferer">Important Documents for College-Bound Children</a></li>
</ul>

As college-bound students decide where they’ll spend their years ahead, Coby and Karen share important documents to have in place for adult children and their best tips for tapping into 529 College Savings Plans - plus some easy mistakes to avoid! Show Notes Links: 529 College Look-Up Important Documents for College-Bound Children

As college-bound students decide where they’ll spend their years ahead, Coby and Karen share important documents to have in place for adult children and their best tips for tapping into 529 College Savings Plans - plus some easy mistakes to avoid!
 
Show Notes Links:
<ul>
 <li><a href="https://www.savingforcollege.com/eligible-institutions⁠" rel="noopener noreferrer">529 College Look-Up</a></li>
 <li><a href="https://info.beaconpointe.com/imperative-documents-for-college-students ⁠" rel="noopener noreferrer">Important Documents for College-Bound Children</a></li>
</ul>

Episode 32 - Preparing Parents for College

From Beacon Pointe Advisors comes Dollars &amp; Sense, a really great podcast about money! Join co-hosts and CERTIFIED FINANCIAL PLANNERS™, Coby Cress and Karen Reifel, who help listeners navigate various life moments and major life events... through the lens of personal finance. 

Content is for informational purposes only and should not be considered as investment, legal or tax advice.

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From Beacon Pointe Advisors comes Dollars & Sense, a really great podcast about money! Join co-hosts and CERTIFIED FINANCIAL PLANNERS™, Coby Cress and Karen Reifel, who help listeners navigate various life moments and major life events... through the lens of personal finance. Content is for informational purposes only and should not be considered as investment, legal or tax advice.

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Episode 32 - Preparing Parents for College

Episode 32 - Preparing Parents for College

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