All Wealth Planning Content

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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Financial Information Family Lawyers Need to Negotiate the Best Deal for Their Clients

Christy L. Watkins, CFA |
Wealth Planning

In this podcast with Family Lawyer Magazine, Senior Investment Advisor Christy Watkins discusses the types of financial information family lawyers need in order to negotiate a strong deal for their clients.Listen now >Please visit our visit our Matrimonial and Divorce Advisory Solutions resource page for more timely divorce planning content.Please see important disclosures at the end of the video.

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