Wealth Dimensions

If you have a child starting college this fall, or one a few years out, July tends to be the moment families realize the plan they thought they had may need some work.

A few things worth thinking through before August arrives:

1. Is the savings strategy keeping pace with actual projected costs?
2. Have you looked at how your assets are titled and how that affects financial aid eligibility?
3. Does your overall financial plan account for the years you will be making tuition payments?

For more on college planning: https://www.wealthdimensions.com/college-pillar-blog/

For informational purposes only.

Wealth Dimensions Group, LTD, is an SEC registered investment advisor. Please visit https://adviserinfo.sec.gov/firm/summary/107618 for more information.

July is a natural moment to revisit a few things before the year gets away from you. A mid-year check-in does not have to be complicated, it just has to happen.

A few areas worth a quick look:

1. Are you on track with savings and cash flow targets from the start of the year?
2. Has anything changed, income, family, goals, that your plan has not caught up to yet?
3. Are there tax moves worth considering now rather than scrambling in December?
4. Do your beneficiary designations and estate documents still reflect your wishes?

If you would like a second set of eyes on any of this: https://go.wealthdimensions.com/consult-with-wealth-dimensions

For informational purposes only. Not legal or tax advice.

Wealth Dimensions Group, LTD, is an SEC registered investment advisor. Please visit https://adviserinfo.sec.gov/firm/summary/107618 for more information.