Launching Your Financial Future: Essential Steps for a Post-Graduation Financial Plan

Get your post-graduation financial plan in order before you graduate from college and enter the real world.

Congratulations, graduate! As you step into the next chapter of your life, it’s time to not only celebrate your academic achievements but also lay the foundation for a successful financial future. Crafting a post-graduation financial plan is a crucial step that will set you up for financial independence and long-term prosperity. In this article, we’ll explore essential steps to take as you launch your financial future after graduation.

Understanding College Savings Strategies: 529 Plans, Coverdell ESAs, and More

Utilize savvy college savings strategies to help your child or grandchild afford the education they dream of.

Investing in education is one of the most important gifts you can give to your children or loved ones. As the cost of higher education continues to rise, having a well-structured college savings strategy is essential for providing financial support and ensuring a bright future. In this article, we’ll explore two popular college savings strategies—529 plans and Coverdell Education Savings Accounts (ESAs)—as well as other important considerations to help you make informed decisions when preparing for the educational journey ahead.

Essential Financial and Medical Documents to Have in Place for Your College Student

These essential college student financial and medical documents can provide security as your child leaves home.

Sending your child off to college is an exciting time, yet it can also be filled with anxiety. While your college-bound young adult is most likely excited to become independent, you may be worrying about their safety, well-being, and ability to create their own structure. In order to provide them with the protections they need – and to supplement your own peace of mind – it’s important to get essential college student financial and medical documents in place before they leave home. This makes it an important time to take some measures for any worst-case scenarios. The four documents […]

Skip to content