RETIREMENT SAVINGS VS. SAVING FOR COLLEGE
What is more important to you, your retirement or your child's college education? Tough question. Sending a child to college is a very emotional decision. We have found the more emotional the decision the less financial intelligence parents use. We will help you with a realistic approach that will enable you to pay for your child's education while at the same time saving for retirement.
This chart, courtesy of the New York Times, shows graphically how a parent’s retirement savings is compromised during their child’s college years. By using the federally approved method, we show you how to protect your retirement at the same time you are sending your children to college.
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Free 30-Minute Phone Strategy Session |
Save 25% or more on your child's tuition bill with your FREE phone strategy session. And get your own customized 4 Step Action Plan. Just fill out the information below and we'll call you to set up your strategy session. Or call us directly at 978-462-1666.
PRIVACY STATEMENT We are extremely strict about protecting our client's privacy. We never sell or give away any information entrusted to us. Our reputation and our business depend on it.
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…helpful, straightforward, no nonsense, to the point, common sense and realistic approach to a
most confusing, frustrating and anxiety ridden time. Never in my life of 60 years have I encountered
so much opposing information than I was subjected to during my last twelve months of the “college
planning process”. John separated the “reality” and kept me there…. A blessing.
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- Michael Comite
Swampscott, Massachusetts
HOW WE DO BUSINESS
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