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In this episode of Five Minute Finance, Matt Robison and Mike Morton tackle the “when later becomes now” moment for parents approaching college costs. They explain how to review and adjust your 529 investments, what a glide path is, when to rebalance, and how to make sure your plan matches your goals.
Find out more about Mike at https://www.mortonfinancialadvice.com and connect at https://www.linkedin.com/in/mwsmorton/
By Mike Morton, CFP®, RLP®, ChFC®4.8
2121 ratings
In this episode of Five Minute Finance, Matt Robison and Mike Morton tackle the “when later becomes now” moment for parents approaching college costs. They explain how to review and adjust your 529 investments, what a glide path is, when to rebalance, and how to make sure your plan matches your goals.
Find out more about Mike at https://www.mortonfinancialadvice.com and connect at https://www.linkedin.com/in/mwsmorton/

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