Tags » College Planning

Make Less, Earn More

According to a study by NerdWallet, the average US Citizen has $16,000 in credit card debt. Factor in the average $28,000 car payment and $176,000 mortgage loan, student loans and other expenses and it is clear that even with a stable job, financial debt is looming in your child’s future. 201 more words

Join the ECEPC at our Upcoming Events!

The Essex County Estate Planning Council has some exciting events coming up for the second half of our 2016-2017 membership season. We hope to see you soon! 266 more words

Estate Planning

Helping Your Clients Face Their College-Financing Fears—Part 2

In part one of this two-blog series, we established that higher education is frighteningly expensive. But with a proper plan in hand, you and your clients will be better prepared to tackle college tuition bills in an organized and financially sound way. 811 more words

Client Communication

3 Steps to Financially Prepare Your Student for College

Preparing your student to be financially successful and independent in college is a balancing act. You want to provide financial assistance and give as much advice as you can to help your sons or daughters be successful, but you also want to foster their independence. 528 more words


Helping Your Clients Face Their College-Financing Fears—Part 1

Higher education is expensive—frighteningly expensive. For most parents, providing for their children’s college education is second only to retirement as their largest investment goal. But even with diligent saving, the first tuition bill may be a shock to your clients, so you may want to keep a jar of smelling salts on your desk just in case. 539 more words

Client Skills

Top 5 Things to Consider When Choosing a College Major

What should I study in college? How should I choose a college major?  While seemingly docile, these questions are wolves in sheep’s clothing!  Having to choose a major at the age of 18 which will become your career for the next several decades of your life can be extremely difficult and stressful.   890 more words

Financial Planning Priorities for New Parents

Everyone in my life is having kids. And, as the fee-only financial planner in my community, I’ve frequently been asked: “How do I set up a 529 college savings account?” 587 more words