Having A Child

It seems that in the blink of an eye your child goes from riding their first bike to getting a driver’s license and then asking to use your car. Raising children can sometimes be hectic. These years are filled with a lot of fun and drama along the way. Be sure to take time out periodically, along the way, to plan your family’s future.

FINANCIAL CHECK UP

With the welcoming of children to your family comes much change. None of those changes are more important than making sure your family is financially secure.

With one more person relying on your income, do you have enough life insurance?
What will you need to send your child to college?

SAVING FOR COLLEGE

Saving is not enough when it comes to preparing for your child’s college education. It requires planning!

RETIREMENT OR COLLEGE?

Sometimes the greatest gift that you can leave your children is never becoming dependent upon them!

There are grants and scholarships available to help students meet their financial needs. These can be used in order to not jeopardize your retirement savings.

UNFORESEEN EVENTS

Protecting your family and finances against the unexpected is the most important planning that you can do.

Before invading your retirement plan; talk with your financial coach and weigh your options if you have fallen short on funding your children’s college expenses.

Is your current life insurance sufficient without breaking the bank?
Will your current retirement planning keep you from becoming dependent?
Are retirement and college savings dollars slipping away to taxes?
Can proper estate planning make inroads for college planning?
How can proper real estate strategies help for college and beyond?

GROW WHAT YOU HAVE IN A RELEVANT MANNER

It is not only important that your investments keep pace with inflation, but they must also stay on pace with your changing goals, objectives and needs.

WATCHING WHERE AND HOW YOU INVEST

You need not only remain aware of where you invest, but what the tax implications will be along the way.

“It’s not what you make, but what you keep that counts”

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