Raleigh Financial Planner Posts Smart Tips For College-Bound Families

February 11 15:39 2020
University Financial offers solutions for families trying to combine saving for retirement with funding college education costs for youngsters.

University Financial Strategies and Mark Kelly are pleased to announce that the Raleigh Financial Planner has posted tips to help with paying for a youngster’s college education while putting aside funds for retirement. With the help of UFS, there is no need to be stressed out about paying for a child’s college without giving up on the hope of retirement for oneself. Funding children’s education while planning for retirement is a balancing act. Mark helps families and individuals manage their wealth and create financial plans for success.

Client relationships with University Financial Strategies often begin when families realize they don’t have a plan in place to pay for college. The financial pros help clients increase affordability by making the most of school selection, financial aid, tax opportunities, and using their savings and income. They help families become educated consumers of a college education. They help by putting a plan in place to increase college affordability and balance education costs with other financial goals.

More details are available at https://universityfinancialstrategies.com/

In a recent interview, Mark Kelly explained, “Parents want the best for their children, and before they think about retirement, they are often challenged to figure out how to pay for college. The loans parents now take are robbing them of dollars needed for retirement while students are delaying life events due to their own debt. Student loan debt recently exceeded $1.5 trillion, which far exceeds even credit card debt. Our goal is to end the student loan crisis, one student and parent, at a time.”

“It is often hard,” he continued, “to think about your retirement when you are staring down the barrel of four years of tuition and housing expenses. Once we have established a college funding plan, we turn to your retirement goals. Together we will create a plan that helps you prepare for the retirement you want.”

Contact and location information are available at University Financial Strategies

Media Contact
Company Name: University Financial Strategies
Contact Person: Mark Kelly
Email: Send Email
Phone: (919) 391-7526
Address:8480 Honeycutt Rd #200
City: Raleigh
State: NC 27615
Country: United States
Website: https://universityfinancialstrategies.com/