College Planning


Investing in Your Grandchild’s Education

college graduate with grandmotherInvesting in your grandchild’s education is a generous gift that can have a life-long impact, especially as the cost of attending college rises every year. According to data reported in U.S. News Best Colleges rankings from 1995 to 2015, the average in-state tuition and fees at public universities grew nearly 300 percent.

You have a lot of options from which to choose. Some are more complex than others. This short video highlights some of the benefits and potential drawbacks on a few of those options.

It’s important to weigh your options thoughtfully, while also ensuring your personal financial needs are being met and that you’ll have sufficient resources in your retirement. Your financial planner can be a helpful resource and guide as you consider the best option for you and your grandchildren.

Investing in Your Grandchild’s Education


Select photos in video courtesy of Stuart Miles, dread design, cool designs, satit_srihin and adamr at

Web Links to Inform and Inspire

j0439364A short round-up of January web links to inform and inspire.

Small-Business Tips

Oil Prices and Economics

March to Your Own Drum

By |January 16th, 2015|College Planning, Current Affairs|

Recommended Reading

Icicles in The Sun

Here’s a quick round up of recommended reading — informative articles to help with life, from career insights to college planning to managing holiday stress.

By |November 14th, 2014|College Planning, Current Affairs|

Americans Working with Financial Advisors Save More for College

More American families are asking advisers for help saving for college, and nearly all of those families have accumulated much more toward their goal than the typical family, according to a recent Fidelity Investments survey.

“This year’s findings are consistent with what we hear from our customers – parents recognize the importance of defining their college priorities and setting a strategy to save regularly,” said Keith Bernhardt, vice president of college planning at Fidelity Investments. “If families commit to saving, planning and talking about college priorities early, they are better prepared to meet college costs and help their children avoid significant student debt in the future.”

Liz Skinner of Investment News provides an overview of the survey results. Read the article here.

Click here to read the full results of Fidelity’s 7th annual College Savings Indicator study.

By |September 12th, 2013|Advisors, College Planning, Financial Planning|