Financial Planning and Preparing for College

Scott Sugarman 

Topics: 

College Funding… What are the Ten Essential Lessons for funding a child’s education? What are the most popular college funding strategies? What are the distinctions between 529 Plans and Educational Savings Accounts? Which one is right for me?

Learning… Is there a way I can learn more about how to budget, save and invest in stocks and bonds to better understand the investment concepts of portfolio diversification? How can I learn to build a cyber portfolio with my child that gives them first hand knowledge of how investing really works?

Researching College Cost… Are there tools that will show me the approximate cost for my child’s education? What is the annual price tag for my child to attend college and what are some college funding strategies to help me prepare financially?

Educators… What tools and concepts are available to illustrate the importance of planning for college and beyond? How do I spark the curiosity of young children and introduce them to the world of investing? What materials and programs are available to help parents and teachers empower the next generation of young investors?

 
Scott Sugarman 
Financial Planning/Preparing for College

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