The Problem with College Planning 3

Advisor Beth V. Walker explains how advisors can help clients use other people's money to pay for educational expenses.

By Rethinking65

In this final episode, advisor Beth V. Walker explains how advisors can help clients use other people’s money in college planning to pay for educational expenses.

In particular, she reviews home equity, insurance, interfamily and student loans.

Hear what Walker has to say in episode 1 and episode 2 of The Problem with College Planning series.

 

 

 

Latest news

Oklahoma Financial Advisor Duo Managing $200M Joins Raymond James

The husband-and-wife team of Mike and Shaley Sikes of Edmond, Okla.., previously was affiliated with Edward Jones.

Demand for Advisor Services Soars, Annual Industry Survey Reveals

The ranks of financial advisors surpassed 1 million in 2023, according to the Investment Adviser Industry Snapshot.

Washington State’s LTC Program May Get Nixed

In November, the state will vote on making the program tax voluntary, which would make the program financially unworkable.

IRS Accepting Applications for Tax Preparation Program Grants

Participating organizations provide free tax counseling to seniors and underserved communities.

Lawsuit Over Wall Street’s ‘Fearless Girl’ is Settled

State Street installed the "Fearless Girl" statue in Manhattan's financial district in March 2017 shortly before International Women's Day.

State Health Plans Must Cover Gender-Affirming Surgery, Appeals Court Rules

Health insurance plans run by U.S. states must cover gender-affirming surgeries for transgender people, a U.S. appeals court ruled.