- Season of Life -

College Planning

Video Transcribe

How exciting we’re talking about college planning. That means you or your family member is getting ready to go off to college and grab that higher education and I’m very very excited for you because I am a big proponent of of learning and education, but the key to it is education sitting idle in your head is not going to help you it needs to be put into action.

Guess what the first thing you need to do is start planning when you’re starting to think about going to college because the sooner the better and we even encourage parents that if you have a 6th grader and they have any interest at all in going to school later in life which they may they may not. You don’t know that, so you start the planning process today because it gives you the time factor on your side to do proper planning to set the stage for them to get scholarships, file the FASFA forms in a timely manner.

There’s so much about the college planning process that needs to happen early. It’s probably one of the big areas but you need to put a planning into really early and so click the link below we have a guide for you on the planning process for College of when and how you get started with that and if you have any further questions beyond that feel free to reach out to us by putting your information below. I will get that guide out to you today and congratulations on you being proactive to know right now is the time to start planning today for college for tomorrow.

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College Planning

  • Scholarships
  • Cash Protection
  • Cash Growth
  • Start sooner than later

Eliminate Debt

  • Mortgage
  • Care
  • Credit Cards
  • Personal Loans
  • College Debt

Protection Planning

  • Health Care
  • Critical Illness
  • Cancer
  • Mortgage Insurance
  • Life Insurance
  • Disability Income

Retirement Planning

  • Accumulate
  • Preserve
  • Distribute
  • Transfer
  • Tax Free Retirement
  • Lifetime Income

Social Security

  • How to Sign Up
  • Most Effective Time to Sign Up


  • How to Sign Up
  • When to Sign Up
  • What Supplement
  • What RX Plans

Long-Term Planning

  • Where to Receive Care
  • How to Not go Broke in a Nursing Home
  • Assets Allocated to Pay for Care

End of Life Planning

  • Funeral Planning
  • Wealth Transfer
  • Charitable Giving

Not sure what stage you are in?

Sometimes topics on finances can be tough to understand. We want to bring simplicity and clarity to where you are and help you plan to get you where you want to be.

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