Posts Tagged ‘college’
Financial To Do’s for Students Heading to College
Financial To-Do’s for Students Heading to College Written By: Isaac Charpentier The start of summer has been an exciting time for the bird-watching enthusiasts in the Shakespeare office. The birds have been…
Read MoreTip of the Month | June 2026
Tip of the Month | June 2026 Powers of Attorney for Children Age 18+ Written By: Kevin Reardon, CFP® As students head off to college this fall, many families are…
Read MoreGuest Blog | The Rising Costs of College: Why “Right Fit” Matters More Than Ever
Guest Blog – The Rising Costs of College: Why “Right Fit” Matters More Than Ever Written By: Heidi King, Education and Partnerships, College Inside Track As families begin thinking about college,…
Read MoreHow to Handle ‘Leftover’ 529 Balances
By Ryan Rink CFP®, ChFC®, CLTC® How to Handle ‘Leftover’ 529 Balances 529 plans are one of the best savings vehicles for college. However, deciding on the right amount to…
Read MoreEstate Planning at Different Stages of Life
By Kevin Reardon CFP® Different Life Stages Require Different Types of Estate Planning When I started my career, there was an overriding belief that Estate Planning was just for ‘rich people.’…
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