If you’re a Gen X or millennial parent, college costs are no longer a distant concern: they're on your doorstep. In this episode, Sam Rodriguez, CFP®, and Conor Shepard walk through four essential steps to help Gen X and millennial parents avoid overpaying for college. With tuition costs rising and financial aid more confusing than ever, they break down how to stay in the driver’s seat and making sure you don’t let a 17-year-old make a six-figure decision on their own. Learn how ...
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If you’re a Gen X or millennial parent, college costs are no longer a distant concern: they're on your doorstep. In this episode, Sam Rodriguez, CFP®, and Conor Shepard walk through four essential steps to help Gen X and millennial parents avoid overpaying for college. With tuition costs rising and financial aid more confusing than ever, they break down how to stay in the driver’s seat and making sure you don’t let a 17-year-old make a six-figure decision on their own. Learn how ...
Sam Rodriguez CFP® & Conor Shepard are wrapping up the year with 3 tax to-do items that could help your situation. They discuss: How your 401K contributions affect your taxes and what strategies you could employ to position yourself in a more favorable positionStrategies for grouping your donations/deductions to maximize your potential deduction positionThe benefits of contributing to an HSA and why it can provide multiple advantagesWatch Here: https://youtu.be/3lqqfxnuAyY Want to ...
Money & Stuff
If you’re a Gen X or millennial parent, college costs are no longer a distant concern: they're on your doorstep. In this episode, Sam Rodriguez, CFP®, and Conor Shepard walk through four essential steps to help Gen X and millennial parents avoid overpaying for college. With tuition costs rising and financial aid more confusing than ever, they break down how to stay in the driver’s seat and making sure you don’t let a 17-year-old make a six-figure decision on their own. Learn how ...
