Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
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During the COVID-19 pandemic, millions of people have learned to do more with less. Whether you’ve had to bounce back from job loss or spent weeks bouncing off the walls in quarantine, the pandemic experience included valuable lessons about saving money — and better using our savings to protect ourselves and our loved ones. As we approach a post-pandemic reality, these lessons can continue to have a positive impact on our lives and finances.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful for jumpstarting a conversation about retirement spending, spending habits, and potential medical costs.