College Planning

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share or rent your info.

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HERE'S WHAT YOU'LL RECEIVE!

WHAT'S IN THE GUIDE!

No Early Start
Delaying saving for college leads to missing out on compound growth, increasing the overall financial burden.

Underestimating Costs
Failing to accurately project tuition and other expenses results in falling short of funds when needed.

Not Using 529 Plans
Avoiding tax-advantaged savings accounts like 529 Plans misses opportunities for growth and potential tax benefits.

Overreliance on Loans
Relying too heavily on student loans can saddle students with significant debt, jeopardizing future financial security.

Ignoring Scholarships
Neglecting to apply for scholarships and grants leaves free money on the table and increases out-of-pocket expenses.

Tapping Retirement Savings
Using retirement funds to pay for college can jeopardize your own financial future and retirement security.

Not Considering Alternatives
Ignoring community colleges or less expensive schools can lead to unnecessary expenses without added value.

Not Using Financial Advisors
Failing to consult a financial advisor may cause you to miss out on optimized strategies for saving and paying for college.

Ignoring FAFSA Deadlines
Missing key deadlines for financial aid applications can significantly reduce available funding options.

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Unlock Your Retirement
11898 Arrowhead Way
Mount Union, PA 17066

855-865-6250

www.unlockyourretirement.com

info@unlockyourretirement.com

Unlock Your Retirement
11898 Arrowhead Way
Mount Union, PA 17066

855-865-6250

www.unlockyourretirement.com

info@unlockyourretirement.com

Fee-based financial planning and investment advisory services are offered by WealthKare.com, Inc. – a fiduciary firm registered with the Securities and Exchange Commission. Insurance-related consulting, products, and services are offered through American Assets Financial Corp. WealthKare.com, Inc. and American Assets Financial Corp. are affiliated companies. The use of the term “tax-free” is limited to the federal income tax treatment of certain assets or planning strategies. It does not include exposures to state, local, or specialized taxes. The impact of taxes is unique to the financial situation of each individual or family and should be considered before engaging in any transaction. The WealthKare Investment Center and Bruce Smith are not affiliated with or endorsed by the Social Security Administration or any other government agency. This content is for informational purposes only and should not be used to make any financial decisions. Unauthorized use of the material is prohibited.