The College Question: When It’s A Choice Between Retirement and Paying For Their Kids’ College, How Do You Break The News?

Trade-offs are a part of any financial plan, but how do you help your clients manage a trade-off between saving for their retirement and paying for their kid's college education? You can start by changing the conversation around college funding.


Our analysis found that:
  • Exposing myths about college funding and replacing them with real data makes changing the conversation much easier
  • The impact of paying for college versus saving for retirement is not dollar-for-dollar and parents might be losing out on more than they anticipate
  • A well-known strategy—the three-legged stool approach to retirement funding—can be the key to counselling parents on how to responsibly pay for college
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