In this episode, Melissa Fradenburg, CDFA®️, AIF® , sits down with Brad Baldridge, one of the nation's leading college financial experts, to discuss late term college planning strategies. Brad has over 20 years of experience in helping families plan, save, and pay for college without jeopardizing their financial security or retirement. Brad shares his insights on the best ways to pay for college, save on college costs, and take advantage of financial aid and scholarships. Brad emphasizes the importance of understanding the total cost of attendance and creating a plan to cover those costs without sacrificing other financial goals.
Resource Links:
Links are being provided for information purposes only. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Pearl Planning cannot guarantee that the information herein is accurate, complete, or timely. Pearl Planning makes no warranties with regard to such information or results obtained by its use and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information. Consult an attorney or tax professional regarding your specific situation. Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. Pearl Planning financial advisors do not render advice on tax matters. You should discuss any tax matters with the appropriate professional. Historical performance results for investment indices, benchmarks, and/or categories have been provided for general informational/comparison purposes only, and generally do not reflect the deduction of transaction and/or custodial charges, the deduction of an investment management fee, nor the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results. It should not be assumed that your Pearl Planning account holdings correspond directly to any comparative indices or categories. Please Also Note: (1) performance results do not reflect the impact of taxes; (2) comparative benchmarks/indices may be more or less volatile than your Pearl Planning accounts; and, (3) a description of each comparative benchmark/index is available upon request.
Data Sources: Capital Group, RIMES, Standard & Poor's.