The Multitaskers: Saving for Retirement With an Eye on College
With a toddler, and another baby on the way, a single-earner couple aims to get the most bang for their investment dollars.
Note: This article is part of Morningstar's October 2013 College-Savings Boot Camp special report. This article originally appeared May 20.
Portfolio Makeover Profile
Investors: Steven and Abby | Ages: 39 and 39
Assets: $421,683 | Key Financial Goals: Funding Retirement, Paying for College
Christine Benz has a position in the following securities mentioned above: OTCFX. Find out about Morningstar’s editorial policies.