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Financial Symmetry: Balancing Today with Retirement

When considering retirement, do you wonder what financial opportunities you may be missing? Busy lives take over and years pass without taking advantage. In this retirement podcast, the Financial Symmetry advisors unveil financial opportunities, to help you balance enjoying today so you are ready to retire later. By day, they are fiduciary fee-only financial advisors who answer questions about tax savings, investment decisions, and how to save more. If you’ve been putting off your financial to-do list or are just not sure what you’ve been missing, subscribe to the show and learn more at www.financialsymmetry.com. Financial Symmetry is a Raleigh Financial Advisor. Proudly serving clients in the Triangle of North Carolina for over 20 years.
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Financial Symmetry: Balancing Today with Retirement
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Now displaying: Page 1
Aug 14, 2024

How do you begin to save for your children to go to college? With the rising costs of college education, is it worth the monetary commitment? 

Including tuition & fees, room & board, books & supplies, etc. the average cost of college is anywhere from $27,000 for an in-state public school up to $80,000–$90,000 a year for an Ivy League School.

How you pay for your student’s college is one of the most important financial decisions you’ll ever make. In this episode, we cover the three phases of saving for college and what you need to pay attention to in each phase. 

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Outline of This Episode

  • [1:53] Why college? Is it necessary? 
  • [2:41] Average cost of college
  • [4:42] Phase #1: The Saving Phase 
  • [10:02] Phase #2: Preparing for college
  • [20:44] Phase #3: In-college strategies 
  • [22:57] Summarizing the big points 
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