College FundingUnfortunately, the cost of providing a higher education is soaring. The average American family spends $26,266 on their children’s college, annually. 43% of which, is covered by the family’s savings and income.14 Developing a plan for meeting education expenses early, can make a huge difference by providing your child and yourself with more options, later. There are some creative ways to fund education expenses… As you can probably imagine, saving early is the most valuable thing you can do. We help by estimating tuition costs, discuss the most appropriate investments based on how much time you have to work with, explore your options with income shifting, gifting strategies and more.
Having Adequate Income Protection
Common reasons why you need life insurance:
- If you have young children
- If you and your partner make significantly different amount in income
- If your retirement is underfunded
- Or your family has significant expenses & debt