Blog

Social isolation makes people more susceptible to illness and death.1 While retirement is a time for relaxation and enjoyment from a lifetime of work, it may lead to a lack of purpose if you have depended on work for social activities...

This February, we welcomed a fantastic group of women to Farmakis Farms for a Western‑themed Galentine’s celebration. The mix of denim, boots, and great company added just enough giddy‑up to pair perfectly with good food and a little...

Divorce can significantly change life and has considerable implications on taxes. Tax filing after divorce requires understanding new filing statuses, exemptions, child deductions, alimony, and property settlements, among other things....

Connecting socially is becoming more and more critical for businesses. Building social relationships is a less expensive way to target prospective clients and an easy way to nurture potential leads toward conversion. Once you have...

Recently, Tenley spent some time in London and came back with a few highlights that were too good not to share. The city still had its festive holiday decorations up, which gave the whole trip an extra bit of sparkle.One of her first...

Wealth transfer is more than just a financial transaction; it's an opportunity for families to pass on their values, wisdom, and a legacy of love. Navigating this process requires careful consideration, open communication, and a shared...

Do you believe you have to be a financial genius to manage your finances? Financial knowledge may seem like a lot to handle, and you don’t need us to tell you that. But we are here to tell you that financial wellness is much more about...

Do you want to get on top of your finances this year? Are you looking for ways to improve your fiscal health? Change may be difficult, especially when you try to change your financial habits. The process might be easier if you take an...

In December, Revel Private Wealth was proud to support the Marines at School of Infantry West Chapel through a holiday donation drive focused on everyday essentials and comfort items. Our goal was simple: to provide practical support...

Generational wealth involves proactive financial planning, especially when parents or grandparents pass on their wealth to loved ones after they die. Entrusting family members with receiving an inheritance is more than just getting a...

As the year’s end approaches, High-Net-Worth Individuals (HNWIs) must prepare for one of the most critical monetary tasks: year-end tax planning. Due to the nature of their holdings and dynamic financial situation, HNWIs often grapple...

A qualified charitable distribution, or QCD, allows you to distribute funds from your Individual Retirement Account (IRA) to an eligible charity (a 501(c)(3) organization) as long as you’re 70 1/2 years of age or older. Since the gift...

As the year draws to a close, it's an ideal time for business owners to evaluate their company’s financial health. Year-end planning is critical and can help establish a confident foundation for the future. However, for many business...

At Revel, we take our work seriously, but we also know how to have a good time! This Halloween, our team traded spreadsheets for spandex and stepped into the ring with some legendary looks. Megan brought the energy as Hulk Hogan,...

Single parents shoulder the responsibility of not only providing for their children's immediate needs but also planning for their future. Whether single, widowed, or divorced, establishing an estate plan is arguably the best gift one...

Recently, Tenley served on the Steering Committee for the 2025 Richard Henry Dana Charity Regatta, presented by Dana Point Yacht Club, where she is also a proud member. The event, held in support of The Boys & Girls Club of Capistrano...

Earlier this season, Megan had the chance to experience a unique moment in college athletics. With several West Coast universities joining the traditionally Midwest-based Big Ten Conference, Michigan State University—Megan’s alma...

Wealth and estate planning are vital for all individuals but are particularly essential for high-net-worth (HNW) individuals in the sandwich generation. "Sandwich generation" refers to individuals caring for their aging parents and...

Social isolation makes people more susceptible to illness and death.1 While retirement is a time for relaxation and enjoyment from a lifetime of work, it may lead to a lack of purpose if you have depended on work for social activities...

Approximately 70 million workers contribute to a 401(k)-retirement plan. A 401(k) is a tax-advantaged retirement savings plan companies offer employees and is funded through elective salary deferrals. There are several benefits to...

As summer winds down, the financial world remains focused primarily on the Federal Reserve (Fed). At last month’s Jackson Hole Economic Symposium, Fed Chair Jerome Powell signaled the Fed seems ready to cut interest rates later this...

As September ushers in a new season, it also brings a familiar rhythm—one marked by fresh routines, meaningful transitions, and the quiet excitement of new beginnings. This month, we’re sharing a few personal snapshots from our team’s...

In the U.S., women control a third of household assets. But by 2030, U.S. women are expected to control much of the assets that the baby boomer generation will pass to heirs, roughly 30 trillion in assets. High-earning women have...

The last few days of July and the beginning of August have brought a flurry of key economic data, central bank activity, company earnings results, and tariff news. Here are some takeaways from the week of July 28: Slowing U.S. economy....

Accredited investors are individuals characterized by their high net worth or substantial income. Being an accredited investor provides special access to various investment opportunities otherwise inaccessible to the general public....

Divorce is never easy, but it is important that estate planning continues to take precedence before and after a divorce. Depending on your situation and professional legal guidance, some estate planning items can be updated now, while...

LPL Research recently unveiled Midyear Outlook 2025: Pragmatic Optimism, Measured Expectations, their semi-annual report that recaps where markets and the economy have been over the first half of 2025 and where they may be going over...

In today's economic environment, where market volatility and inflation are often unpredictable and inevitable, investing can sometimes feel like a rollercoaster. However, investing during these periods doesn't have to be a...

Tenley’s kids, Bronson and Spencer, are spending their summer out on the water with the Junior Sailing program at Dana Point Yacht Club, where they're proud members and enthusiastic sailors. Big news last month: Spencer competed in her...

Understanding the anticipated changes in tax laws and regulations in 2025 will become increasingly crucial. One area that requires attention is the estate tax sunset at the end of 2025. The estate tax, also known as the inheritance,...

In May, we traveled to New York City to attend a due diligence meeting—an important part of how we stay current and make informed decisions for our clients. By meeting directly with investment managers and evaluating strategies...

As June begins, markets continue to navigate a complex landscape shaped by trade policy shifts, an uncertain economic and earnings outlook, and bond market headwinds. Several key developments in recent weeks may have implications for...

Navigating the intricacies of Social Security (SS) after divorce or death can feel overwhelming, but it does not have to be. Whether you are a divorcee or a surviving spouse, understanding the rules surrounding SS benefits can...

As a self-employed individual, life insurance is crucial not only for your family's future but also for your business's financial stability. Here we explore why life insurance is even more essential for those who are self-employed.

Wealth preservation is crucial for high-net-worth (HNW) individuals, especially women. With longer life expectancies and unique career paths, HNW women face distinct challenges. Let's explore effective strategies tailored to your needs...

The latest recovery is another reminder that periods of turmoil can often create opportunities. Although stocks may pull back after their strong rally since the April 8 lows, the lesson is clear: in our view, staying the course during...

One of the oldest stock market strategies is to “Sell in May and Go Away.” But what does this phrase mean? Is there any historical reason for selling stocks in May and leaving the market? What are the risks?

After a divorce, you can claim Social Security retirement benefits based on your own earnings record or based on your ex-spouse's earnings record, provided that certain requirements are met.

Markets have continued to move sharply in response to newly announced tariffs and growing concerns over global trade. Friday’s steep sell off extended into Monday, with volatility remaining elevated across sectors and asset classes. 

Market volatility has arrived in force. The slowdown in the economy & more policy-driven volatility was the consensus expectation coming into 2025. What was not expected was how much the Trump administration would lean into tariffs...

March's Market & Economic Updates from Revel Private Wealth & LPL Research.

Our reflection on Women's History Month, and what it means to us as women, mothers, and business owners.

Less than a quarter of adult females feel they were prepared when it comes to financial matters, leaving many women struggling to handle their financial future. Here are some tips to help women take control of their financial futures.

February's Market & Economic Updates from Revel Private Wealth & LPL Research

Celebrating Lunar New Year with a Vietnamese family is a heartwarming experience filled with tradition, joy, and togetherness. Here Lan shares this beautiful tradition and family photos!

The Tax Cuts and Jobs Act (TCJA), signed into law in 2017, overhauled the U.S. tax code with sweeping tax cuts and changes. However, some of these provisions expire on December 31st, 2025, while others remain. Here's what you need to know.

3 Financial Moves to Consider Before Ringing in the New Year

Tenley Y. Hardt

Monday, December 30, 2024

Although you don't have to wait until January to begin working on your financial goals, a new year may bring a much-needed fresh start on your spending and saving goals. Read on for three financial moves you may want to consider before...

The Grinch vs. Santa Claus – Who is the Better Investor?

Tenley Y. Hardt

Monday, December 23, 2024

The holiday season is a time of generosity, kindness, good cheer, presents, food, family, and fun. In Dr. Seuss’s classic story, How the Grinch Stole Christmas, The Grinch was intent on ruining, well, all of it. He would eliminate...

A different approach to gifting to your children or grandchildren can focus on investing in their future. Financial gifting provides lasting benefits that may help provide an independent future for your loved ones.

Fortify Your Financial Security During the Holidays

Megan M. Stirrat, CFP®, CDFA®, SE-AWMA®

Friday, December 13, 2024

A holiday season guide to help protect your financial information from hackers As the holiday season approaches, the air buzzes with excitement, but it also rings alarm bells for cybercriminals aiming to exploit the festive fervor....

A Retirement Income Roadmap for Women

Tenley Y. Hardt

Monday, December 9, 2024

More women are working and taking charge of their own retirement planning than ever before. What does retirement mean to you? Do you dream of traveling? Pursuing a hobby? Volunteering your time, or starting a new career or business?...

Year-end Planning Considerations For Business Owners

Megan M. Stirrat, CFP®, CDFA®, SE-AWMA®

Monday, December 2, 2024

The end of the year can be a chaotic time for business owners. It is a time to compile data, review the numbers, evaluate strengths and weaknesses, and determine growth opportunities for the future. A business owner would be keen to...

The holidays are nearly upon us – a time of giving, goodwill to others, and embracing traditions. For many people, giving to a charity or organization that aligns with your values provides a sense of fulfillment. If you itemize...

This holiday season we are collecting essential toiletries that will be used in Care Packages for women experiencing domestic violence and are seeking not only support and resources, but also safety. 

It’s not just about how much money you make, but how much you keep Capital gains taxes might sound like a complex financial term reserved for Wall Street tycoons, but in reality, they touch most investors and many homeowners. Whether...

Asset protection is a crucial aspect of entrepreneurship that women entrepreneurs must be aware of, regardless of the industry in which they operate. In our current economic climate, where lawsuits and creditor claims are becoming...

Women have been givers since ancient times. They often give with their heart and soul to support projects that improve society. In our modern times, successful women are now finding themselves in positions that allow them to become...

Some may fastidiously plan the path they want their assets to take but not give their beneficiary information the attention it needs and deserves. Designating the appropriate beneficiaries is essential for proper asset planning....

Today, women have more financial responsibilities than ever before. How will your family or loved ones manage financially if you die? Whether you are single, married, employed, or a stay-at-home mom, you probably need life insurance....

As we approach the end of the year it's important to prioritize tax considerations with your retirement accounts, charitable donations, etc. Here we review several of those considerations. Contact us for our full Tax Dates & Numbers Guide.

In addition to the emotional toll, divorce also has a huge effect on your financial life. As you separate one household into two, you must split up assets, decide on support payments, and plan for your new financial future. 

Women and Long-Term Care Readiness: Planning for Lifelong Wellness

Megan M. Stirrat, CFP®, CDFA®, SE-AWMA®

Wednesday, October 2, 2024

For women, long-term care planning takes on special significance. Whether it's due to age-related conditions, chronic illnesses, or unexpected health crises, planning for LTC is crucial for ensuring lifelong wellness.

In 2021, the NCAA introduced Name, Image, and Likeness (NIL) rules that now allow student-athletes to be monetarily compensated for their brand. Here's what parents & athletes need to know...

Life Insurance Considerations for Every Stage of Life

Megan M. Stirrat, CFP®, CDFA®, SE-AWMA®

Thursday, September 19, 2024

As we go through various stages of life, our insurance needs may vary significantly. Let's break down the various life stages and the importance of tailoring your insurance coverage to individual circumstances and evolving financial goals.

As far as social change agents go, few have merged philanthropy with administrative acumen and television-around-the-world appeal as strongly and effortlessly as Melinda Gates. A social change agent for women and girls and a...

How much can you contribute to a 529 savings plan? How often can you invest? Are there minimum or maximum amounts that you can invest? What are the tax benefits of 529 plans?

According to recent research by Fidelity, women are more likely than men to stay the course and wait out market volatility when it occurs. But while this steadiness may help women avoid locking in losses by panic selling, this...

Summer Reading: Knowledge is Power – 6 Influential Books on Finance & Investing

Tenley Y. Hardt

Tuesday, July 23, 2024

A common characteristic of high achievers is they are generally voracious readers. Elon Musk, CEO of Tesla Motors, is said to read up to two books daily, and former Microsoft CEO Bill Gates claims to read 50 books annually. Investing...

The Exciting Rise of Women’s Sports Investments

Megan M. Stirrat, CFP®, CDFA®, SE-AWMA®

Tuesday, July 16, 2024

In the rapidly evolving landscape of professional sports, women's leagues are capturing the spotlight as one of the most promising and dynamic areas for growth and investment. At the forefront of this transformation is Athletes...

The Strong Dollar: What Travelers Need to Know

Tenley Y. Hardt

Tuesday, July 9, 2024

Vacation travelers, get ready for some exciting news! If you're planning a trip abroad, this year might be one of the best times to do so. The U.S. dollar is experiencing a remarkable surge, strengthening against nearly every major...

From Divorce to Financial Fresh Start: Your Post-Divorce Action Plan

Megan M. Stirrat, CFP®, CDFA®, SE-AWMA®

Tuesday, July 2, 2024

Going through a divorce can be an emotionally charged and stressful event. Aside from the emotional toll, there's often the challenging task of disentangling finances and assets, a process that frequently leaves many divorcees in a...

What Homeowners Should Know About Estate Planning

Tenley Y. Hardt

Tuesday, June 25, 2024

If you have always thought estate planning was just for those nearing retirement or already retired, think again. If you own a home, it is important to have a plan in place. Without a will or other arrangements that allow your home to...

Estate and Financial Planning Considerations for LGBTQ+ Couples

Megan M. Stirrat, CFP®, CDFA®, SE-AWMA®

Tuesday, June 18, 2024

Even though same-sex marriage has been legal in the U.S. for about seven years, LGBTQ+ couples still face a few extra hurdles regarding estate planning. From family squabbles to establishing legal parenthood, here are a few...

Home Sweet Home: The Power of Your Homeowners Policy

Tenley Y. Hardt

Thursday, June 13, 2024

If you’re like most homeowners, the importance of homeowners insurance is obvious. But your policy may also protect you from property damage or injury for which you are legally responsible. Consider these personal liability situations...

How to Navigate Buying a Home During High Inflation

Megan M. Stirrat, CFP®, CDFA®, SE-AWMA®

Tuesday, June 4, 2024

A home is one of the most important, and expensive, purchases that we'll make. Here we explore a few key tips and insights to help high earners who are looking to buy a home during periods of high inflation.

529 College Savings Plans: A Cheat Sheet for Common Questions

Tenley Y. Hardt

Monday, May 27, 2024

Whether your child was just born or is heading toward high school graduation, a 529 savings plan may help you put aside funds to pay for college expenses without paying taxes (federal and some states) on any dividends and gains.1...

Managing Financial Stress

Megan M. Stirrat, CFP®, CDFA®, SE-AWMA®

Monday, May 20, 2024

Money concerns can be overwhelming to the point that they affect other aspects of your life, including your mental and physical well-being. However, there are various strategies you can use to help you better manage and alleviate this...

High Earner to Business Owner: Why Owning a Small Business Could Be Your Next Best Move

Tenley Y. Hardt

Monday, May 13, 2024

For workers in the U.S., a six-figure income is enough to land you in the top 10 percent of wage earners.1 Looking even higher, the top 5 percent earns an average of $340,000 per year, while the top 1 percent earns an average of $820...

Elder Law or Estate Planning: Do You Know the Difference?

Megan M. Stirrat, CFP®, CDFA®, SE-AWMA®

Monday, May 6, 2024

Nearly 56 million American adults are 65 or older, and the demand for community living and estate planning services may increase over the next few decades.1 Do you know what arrangements you need to make when the time comes? What are...

Learning Financial and Life Lessons from Caitlin Clark's Success

Megan M. Stirrat, CFP®, CDFA®, SE-AWMA®

Thursday, May 2, 2024

A rising star in women's basketball, Caitlin Clark's journey to success is not only inspiring on the court but also holds valuable lessons for financial and personal growth.

Understanding Social Security Strategies

Tenley Y. Hardt

Monday, April 29, 2024

As you age, the question of when to collect Social Security (SS) retirement benefits will likely come to mind. There is no one size fits all age; your unique circumstances and goals will dictate the appropriate time for you to take...

The Best Investment: Teaching Your Children to Save and Invest

Megan M. Stirrat, CFP®, CDFA®, SE-AWMA®

Monday, April 22, 2024

A 2022 Gallup Poll found that 58% of all adult Americans own stock. The top 1% owns more than half the total amount invested among those who own stock. 1 Making investing possible for your children, nieces, nephews and other loved...

The One Question That Your Financial Professional Should Ask

Tenley Y. Hardt

Monday, April 15, 2024

How you arrange your financial life is important. But so too is how you live your life. The second part is unfortunately often neglected in financial planning. Would you rather own your own business? Travel more? Write a novel? With an...

Baby Boomers Are Overestimating Social Security

Megan M. Stirrat, CFP®, CDFA®, SE-AWMA®

Friday, April 12, 2024

While Social Security has been a reliable source of income for retirees in the past, the landscape is shifting. The combination of overestimation and potential future shortfalls creates a risky situation for Baby Boomer investors.

UN's 68th annual Commission on the Status of Women (CSW68)

Tenley Y. Hardt

Thursday, April 4, 2024

Despite the hurdles of high interest rates, job market uncertainties, and the global economic climate, women's apprehension about the economy has decreased. However, the road to achieving personal financial goals still presents challenges.

Pearls of Wisdom: Wealth Preservation for High-Net-Worth Women

Megan M. Stirrat, CFP®, CDFA®, SE-AWMA®

Monday, March 25, 2024

Wealth preservation is essential for high-net-worth (HNW) individuals, but it warrants a gender-specific focus, too. Particularly for HNW women, understanding the complexities of wealth preservation is crucial. Whether due to...

Why Women are More Savvy Investors than Men

Tenley Y. Hardt

Monday, March 18, 2024

While women are sometimes considered to be more reluctant to invest than their male counterparts, when they do invest, they tend to outperform males and often get a greater overall return. Interestingly, this initial perceived...

Women’s History Month: Trailblazers in Finance - Muriel "Mickie" Siebert

Tenley Y. Hardt

Thursday, March 14, 2024

Every March, the world commemorates Women's History Month, a time to reflect on the remarkable contributions of women throughout history. It's a celebration of their achievements, resilience, and the progress made towards gender equality.

Divorce and Social Security

Megan M. Stirrat, CFP®, CDFA®, SE-AWMA®

Monday, March 11, 2024

How does divorce affect Social Security retirement benefits? After a divorce, you can claim retirement benefits based on your own earnings record (if you have been employed and have accumulated enough credits over the years), or you...

Women - Moving Forward Financially After the Loss of a Spouse

Tenley Y. Hardt

Monday, March 4, 2024

The loss of a spouse can be a devastating, life-changing event. Due to longer life expectancies, women are more likely to face this situation. Becoming a widow at any age can be one of the most difficult challenges a woman must face....

Filing an Estate Tax Return

Megan M. Stirrat, CFP®, CDFA®, SE-AWMA®

Monday, February 26, 2024

What is an estate tax return? When you die, you will leave behind all your property (everything you own) and debts (everything you owe). All this is called your estate. After the debts have been paid, the various items left in your...

Tax Issues Related to Divorce

Tenley Y. Hardt

Monday, February 19, 2024

What are the tax issues related to divorce? If you're separated or divorced, it's important for you to become familiar with certain tax issues. Familiarity with the tax consequences of your financial and personal decisions might cause...

The Secure Act 2.0 Guide - What Changes Mean for Your Retirement

Megan M. Stirrat, CFP®, CDFA®, SE-AWMA®

Tuesday, February 13, 2024

The SECURE Act 2.0 legislation aims to enact changes that seek to strengthen Americans' financial readiness, and the retirement system overall. This guide summarizes how the Secure Act 2.0 may affect your financial & retirement objectives.

Should You Pay Off Your Mortgage or Invest?

Tenley Y. Hardt

Thursday, February 8, 2024

Is it smarter to pay off your mortgage or invest for retirement, your child's college education, or some other goal? Putting extra cash toward one of these goals may mean sacrificing another. So how do you choose?

Empowering Financial Independence for Women

Megan M. Stirrat, CFP®, CDFA®, SE-AWMA®

Monday, January 29, 2024

As we witness a societal shift with more women taking control of their financial health, it's clear that financial empowerment is no longer a men's only domain. This is crucial, especially considering the fact that the average age of...

Health Is the New Wealth: HNW Individuals, LTC Insurance and Healthcare

Tenley Y. Hardt

Monday, January 22, 2024

A perspective shift occurs in the wealth landscape; many now recognize health as the new wealth. Healthcare, long-term care (LTC) insurance, and other wealth-related financial instruments have become essential considerations for HNW...

Women’s Financial Stress at an All-Time High

Megan M. Stirrat, CFP®, CDFA®, SE-AWMA®

Monday, January 15, 2024

A recent report from Ellevest, a financial management company dedicated to empowering women, has presented a worrying trend. Women's financial health is at a five-year low, and women are now spending a significant amount of time...

Shifting Income/Timing Income: Tax Planning for the Self-Employed

Tenley Y. Hardt

Monday, January 8, 2024

Income shifting (or income splitting) may be defined as dividing income in a way that lowers overall taxes, typically from higher-bracket taxpayers to lower ones. Income shifting can be a valuable tool for the self-employed.

Checking the Rearview Mirror - Lessons Learned from 2023

Megan M. Stirrat, CFP®, CDFA®, SE-AWMA®

Thursday, January 4, 2024

While 2023 ended on a high note, there were definitely some tough, but valuable, lessons learned throughout the year. Here are a few taken from the LPL Research team.

Setting and Targeting Investment Goals - 2024 Financial Resolutions

Megan M. Stirrat, CFP®, CDFA®, SE-AWMA®

Wednesday, January 3, 2024

Setting investment goals means defining your dreams for the future. When you're setting goals, whether you're working with a financial advisor or on your own, it's best to be as specific as possible.

Estate Planning and Asset Protection: Are They The Same?

Tenley Y. Hardt

Tuesday, December 26, 2023

You may sometimes hear the terms "estate planning" and "asset protection" used interchangeably. They actually have different meanings, and it's important to incorporate both strategies into future financial plans. Below, we discuss key...

The "Holiday Hustle" - The Booming Travel Season

Megan M. Stirrat, CFP®, CDFA®, SE-AWMA®

Monday, December 18, 2023

As we approach the end of the year, the travel industry is gearing up for what is expected to be a historic holiday season. Following a summer that set new benchmarks in travel volume, the upcoming holiday period is poised to continue...

Healthy Financial Behaviors for High-Net-Worth Individuals

Megan M. Stirrat, CFP®, CDFA®, SE-AWMA®

Monday, December 11, 2023

For high-net-worth individuals (HNWIs), implementing healthy financial behaviors is crucial to maintaining their assets and growing wealth. Regardless of having significant financial means, embracing healthy financial behaviors must...

Year-End Tax Planning Considerations for Capital Gains

Tenley Y. Hardt

Monday, December 4, 2023

Year-end tax planning can help investors manage their overall tax liability while seeking to manage investments for suitable tax outcomes. In this article, we explore four key tax planning areas for capital gains...

A Woman's Comprehensive Guide to Social Security After Divorce

Megan M. Stirrat, CFP®, CDFA®, SE-AWMA®

Wednesday, November 15, 2023

Understanding the intricacies of Social Security and how it applies to your situation after a divorce is crucial. From eligibility to benefit calculations, we walk you through what you need to know to seek to maximize your benefits.

October is the Time to Start Your Tax Planning

Megan M. Stirrat, CFP®, CDFA®, SE-AWMA®

Tuesday, October 17, 2023

It may seem a bit early to start thinking about preparing your 2023 taxes, but now is the perfect time to lay the groundwork for tax planning for the upcoming year, and make any strategic moves that could help you reduce your tax liability.

Designating a Beneficiary for Life Insurance

Tenley Y. Hardt

Wednesday, September 20, 2023

Selecting a beneficiary for your life insurance policy is a crucial decision. A beneficiary is the person or entity you name (i.e., designate) to receive the death benefits of a life insurance policy. Here we'll discuss factors to consider.

Three Massive and Often Hidden Costs of Divorce

Megan M. Stirrat, CFP®, CDFA®, SE-AWMA®

Wednesday, September 13, 2023

Divorce, while an emotionally taxing experience, also comes with several financial implications that, if not properly managed, could result in long-lasting financial strain. It's essential to understand these hidden costs...

Estimating College Costs

Megan M. Stirrat, CFP®, CDFA®, SE-AWMA®

Tuesday, September 5, 2023

Next to buying a home, a college education is the largest expenditure most parents will ever make (and perhaps the biggest expenditure when more than one child is in the family picture). The key to sanity in the area of education planning.