How to Balance Saving for Both College and Retirement

Jerry Inglet, Ed.D, CFT-I™ |
Wealth Planning

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.

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Paying for the (Grand) Child’s Education: Making Educated Choices

Sharon L. Klein |
Wealth Planning

This article reprint was published in Wealth Counsel Quarterly and discusses college education funding alternatives. When the older generation of a family wants to make a positive difference in the lives of the younger generations, providing funds for their education is often seen as a way of leaving them with a lasting legacy. However, the cost of education is rising precipitously.

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