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Is college right around the corner? Your child's 529 plan is finally going to be put to use. Help them get the most out of this investment.
Many families spend $50,000+ annually on their children attending 4 year universities. Lisa Steele joins me today to explain how to make sure your child chooses the right college and how you can make the most out of this investment. Together we explore questions your child should be asking on college tours, what he or she can do to ensure their social happiness and statistics to look out for that are more telling than 4-year graduation rates. Lisa also explains how early you should start the application process and how your child should go about writing about their college essay. Other topics include:
- FICA taxes and other self-employment topics Rob Black and I will cover at our July 13th seminar
- Shiela asks what is the best way to invest her money for the down payment on a house in 6 years
- Shiela also wonders if her portfolio is too heavy in international stock when she is 29 years from retirement
- Stuart’s wife is in a full time nursing home and can’t apply for Medi-Cal because of a large IRA and rental property. What are his options for covering her medical expenses the next few years?
Planning for retirement can be complicated, but focusing on a few essential issues could help increase your income in retirement and your chances of enjoying a secure future. Join Rob Black and I for lunch at our 11:00 a.m. retirement seminar in Burlingame on July 13th. Click HERE to sign up!
Email your money question to [email protected] , or call the show at 1-800-516-1220 from 2:00-3:00 p.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.
Encore Edition
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By Chad Burton
4.3
6767 ratings
Many families spend $50,000+ annually on their children attending 4 year universities. Lisa Steele joins me today to explain how to make sure your child chooses the right college and how you can make the most out of this investment. Together we explore questions your child should be asking on college tours, what he or she can do to ensure their social happiness and statistics to look out for that are more telling than 4-year graduation rates. Lisa also explains how early you should start the application process and how your child should go about writing about their college essay. Other topics include:
- FICA taxes and other self-employment topics Rob Black and I will cover at our July 13th seminar
- Shiela asks what is the best way to invest her money for the down payment on a house in 6 years
- Shiela also wonders if her portfolio is too heavy in international stock when she is 29 years from retirement
- Stuart’s wife is in a full time nursing home and can’t apply for Medi-Cal because of a large IRA and rental property. What are his options for covering her medical expenses the next few years?
Planning for retirement can be complicated, but focusing on a few essential issues could help increase your income in retirement and your chances of enjoying a secure future. Join Rob Black and I for lunch at our 11:00 a.m. retirement seminar in Burlingame on July 13th. Click HERE to sign up!
Email your money question to [email protected] , or call the show at 1-800-516-1220 from 2:00-3:00 p.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.
Encore Edition
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