Consider using our checklists to get you and your child on the right track for college!

Carson Wealth
Posted on July 28, 2021
Share Post: facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.

Greetings,

Consider using our checklists to get you and your child on the right track for college!

From the day your child or grandchild is born, the clock starts ticking on planning for their future.

There are many things to consider in the years leading up to your child starting their college career and even more in the months before they begin school. This may seem like something in the distant future, but it will be here before you know it. And some of these items, such as a health care power of attorney can be the difference between life and death.

How Will You Fund Your Child Going To College?

(Review These Items 2-3 Years Before Your Child Leaves For College)

View Checklist

Preparing For Your Child To Go To College 

(Review These Items 2-3 Months Before Your Child Leaves For College)

View Checklist

Share:
facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.
Share Post: facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.

RECENT POSTS

Your Silicon Valley Bank Questions Answered

By Chelsi Balfour

You likely have heard about the recent Silicon Valley Bank (SVB) collapse and probably have questions. Here, we provide you with unbiased answers to your questions.

Thinking About Retiring Early? 8 Things to Consider First

By Thomas Fridrich

Tom Fridrich, JD, CLU, ChFC®, Senior Wealth Planner We’ve all asked ourselves whether it’s too early to retire (usually after a particularly challenging commute or dealing with a difficult client).  You may have even gone so far as to take a sneak peek at your account statements …

Weekly Update: February 27th

By Kate Terhaar

By Debra Taylor, CPA/PFS, JD, CDFA™ Dear Friends, For investors, it may feel like déjà vu all over again as inflation and the Fed dominate market headlines on a day-to-day basis. After all, the numerous market swings last year were driven by ever-changing expectations around the Fed – …

4 Tips to Take Your 401(k) to the Next Level

By Matthew Kory

Matt Kory, Vice President, Retirement Programs As a retirement income vehicle, the 401(k) is second in popularity only to Social Security – and as CNBC reported in 2019 the number of 401(k) millionaires is at an all-time high. But is a million dollars even enough for your retirement needs? 

1 2 3 … 224 225 226

Get in Touch

In just 15 minutes we can get to know your situation, then connect you with an advisor committed to helping you pursue true wealth.

Schedule a Consultation

Categories

TweetsFollow Us