How Do You Know an Investment Firm Is Right for You?
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Unfortunately, it is not difficult to get into the investment industry as a financial planner with no experience and very little education.
- August 21, 2023
College Is Coming — Here’s How to Start Saving for It
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Today, Paul invites Michael on the show to help explain the options families have to save for education expenses. Paul explains that saving for college can be a smart idea when making a financial plan because of how expensive it is and the amount of time parents have to start saving for it. Listen along as these advisors explain the most popular accounts they recommend to clients who want to start saving for college and what you need to consider before choosing one.
Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.
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