Our Monthly Tip, as featured in Family Lawyer Magazine:Starting college is an exciting time for parents and children alike, but there are many details to consider – especially for children of divorce.When entering college as a freshman, the logistics and corresponding emotions attached to decisions can be overwhelming—not only for the student but the family at large.
March 8, 2022—For those interested in tax-smart ways to pay for college, both 529 plans and Roth IRAs may be worth considering. But how do you decide which savings plan would be most beneficial for your family? The answer depends largely on your goals.
This article was published in the September 17, 2021 issue of MarketWatch. In it, Family Legacy Advisor Jerry Inglet discusses how an intentionally planned path can help mitigate the emotional highs and lows of important funding strategies. When retirement and college funding are balanced, two of the best gifts a parent can give to their children are made possible—the opportunity of a college education and a free conscience of knowing that their parents are financially secure in retirement.