COLLEGE SAVINGS 101

Financial planner

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Is it a mistake not to hire a financial planner?

When it comes to planning and saving for college, some families prefer to endure the journey alone, but others are willing to pay for professional guidance. DIY college planning may work for some, but here are 6 things you might be missing out on by not utilizing a financial professional.

| saving for college | | financial planning | | financial planner | | financial advisor | | paying for college | | 529 plan | | planning for college |
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Annual College Savings Survey results: Direct- or advisor-sold 529 plan?

Our survey results indicate many of our readers feel comfortable selecting their own investments, but there may be situations in which an advisor-sold 529 plan could be a better fit. Here are a few key questions to ask yourself:

| 529 plan | | 529 plans | | college savings | | direct-sold 529 | | advisor-sold 529 | | fees | | financial advisor | | financial planner | | investment options | | active management | | index funds |
 

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