We have listened as parents have expressed their frustrations about funding their child’s college education while concurrently trying to save for their own retirement. Most people believe that these are mutually exclusive goals and that they must make the painful decision between either sending their child to the school of their dreams or retiring with dignity. Guess what? They don’t have to be.
At Tapparo Capital Management, we will help you eliminate the feelings of helplessness that often surround the entire college planning and funding process. This is accomplished through the development of strategies to prudently manage your assets and income so as to maximize financial aid, minimize taxes, and effectively save for retirement at the same time - even for those “high-income” families who may think that they do not qualify. In short, you can invest in your child’s future, while at the same time investing in your own.
Our goal is simple - to make you an informed buyer of a college education. Unlike many financial advisors who will only assist you in accumulating funds for college, we specialize in practical financial solutions that will help pay for your child’s education and reduce your out-of-pocket college costs in the process. Working with us, you will feel confident in your ability to pay for your child’s college education without compromising your own retirement plans.
We are confident that our college funding service can substantially lower your college costs.
In fact, we believe there are two types of costs for college – one for the informed, and one for the uninformed.
Click here if you would like to become an informed buyer of your child’s college education.
Never Too Soon
Did you know that if you have been in the workforce for awhile, you can check your Social Security statement by accessing it online (https://www.ssa.gov/myaccount/)? It’s true.
If you are 60 years or older, a...