The Problem with College Planning 2

Advisors face challenges with college planning because most industry-standard planning tools don't provide the needed cash-flow analysis.

An advisor needs to compare clients’ cash flow to the all-in cost of attendance at schools their children want to attend. The challenge? Most industry-standard financial planning tools don’t do a good job at detailed cash-flow planning, says advisor Beth V. Walker.

View the first video in this Rethinking65 series here.

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