Episode 11

The American Dream with 529

Published on: July 06, 2019 at 8:46 AM

In honor of America's big day we discuss a key factor into "The American Dream", college. When my first daughter turned one, college planning became a major priority for me. My research was producing more questions than answers. Shortly, I began asking key sources that have earned elite, grandfather status. My father put 3 kids through private college and my father in law put 4 through the college ranks. Major accomplishments when you think about 2019 media coverage with graduates in deep debt.

We are remote in Newport, Rhode Island on July 5th with Grampy Shaw to get his insights on planning. One major vehicle in college planning is the 529 plan. There are 4 key factors to consider when selecting a plan but regardless of the factors, it's important to just START!

Happy 4th of July.