You can borrow money for college, but you cannot borrow money for retirement. If you are the parent of a child who has yet to become an adult, then you probably understand the pressure that surrounds the effort to graduate from high school, go to college and become a self-sufficient adult. In our society, getting …
Tag: endowment money
CollegeMoneyNow
My Comment: My goals for 2012 include a major effort to first identify and then help high school students and their parents find the necessary funds to pay for a college education. With college costs increasing at an alarming rate, parents are often forced to invade their retirement funds to help pay for college. College …
How to Plan for the True Cost of College
A key element of my practice as a financial planner and investment advisor is a strategy to help parents and their children deal with the cost of a college education. In addition to this article, click on this CollegeMoneyNow link and find a 10 minute presentation I created to help you understand there is an …
Young Entreprenuers to Watch
Last evening I was invited to attend an event at Buchholz High School. The occasion was the Installation of Officers and Member Induction to the Academy of Entrepreneurship, a magnet program within the Alachua County District School system. In addition, new officers were presented for those students involved with DECA. For those of you unfamiliar …
Bracing for the College Tuition Storm
With the economy in the doldrums and the long-term outlook for the US stock market looking more restrained than it has in the recent past, parents and grandparents are asking my advice about the problems associated with paying for their children’s college education. Fueled by a sense of desperation brought on by skyrocketing college costs, …
Is College a Waste of Money?
I really don't know the answer to this question but it has been asked more frequently than I can remember during the last couple of years. I do know that it takes a lot of money to complete a four year degree, that the traditional sources of funding are increasingly a problem for many families, …
Find Free Money to Pay for College – Ch. 2
By now I hope you have found the video presentation under the CollegeMoneyNow.info tab above. If you haven’t, take a few minutes and explore this idea. I’m going to write today about the college process itself. Unknown to parents and students, colleges accept far more students than they can admit. For example, if a college …
Find Free Money to Pay for College – Ch. 1
College planning and retirement planning go hand in hand. As someone who has helped clients with their retirement plans for over 30 years, I like to think I know what I’m doing. A subset of retirement planning is college planning or college funding. I’ve discovered that you can’t offer one without impacting the other. Typically …
The Case For Alternative Investments – Part I
For the past ten years, the markets have essentially gone nowhere. And it is entirely possible this history will repeat itself over the next ten years. If the pattern holds, all investors will be forced to rethink their assumptions about asset allocation and diversification. Otherwise, we’re unlikely to be successful if our objective is to …
Continue reading The Case For Alternative Investments – Part I
Weekly Insights from Curian Capital
It's hard to find a short, comprehensive description of what's happening in the global economy. And most of us don't have either the time or the specific need to read the Wall Street Journal and come to our own conclusions. We just want a short summary to help us make intelligent decisions. This Weekly Insight …
Helping Define Your Financial Future 