Story: A couple who had two young elementary aged children and hadn’t saved anything for their college yet, came to us for help. They were worried about not having college savings for their children when the time came, and letting their children drown in student debt post-college. The couple was thinking about tapping into their 401k retirement accounts instead of a setting up a college fund.
Solution: Fortunately, the couple came in for a second opinion. We showed them how they can balance funding college without running the risk of not funding their retirement goals.
Result: We were able to help them navigate how to save for both college and retirement in the most efficient manner.
