In addition to thinking about your retirement needs, we find that it is common for grandparents to want to help fund their grandchildren’s college education as well. If possible financially, helping to fund your grandchild’s college offers a great way to invest in your grandchild’s future and help them with the ever-growing costs of a college education.
On October 30th we held our first Client Advisory Board meeting. This group agreed to commit their time on an ongoing basis to tell us how we are doing and what they think we should do to improve the experience for all clients. While this was our initial meeting, we expect members of the board to change over time.