College Planning:

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It’s Not Just An Academic Exercise

 

Sending a child off to college represents one of life’s exciting transition points.  While its generally understood that hitting the books in high school can set one up for subsequent academic success, and that higher education savings plans ought to implemented long before matriculation, we encourage clients and their families to also think through a broader set of related financial matters.

 

What Factors Should I Consider?

 

Our Recommendations

Plan ahead and communicate.  Helping your children or grandchildren successfully navigate their college years demands more than just academic preparation.  We also urge families to take a close look at educational savings and borrowing options, insurance and healthcare coverage needs, as well as engaging in discussions concerning personal financial responsibilities.

 

How can we help you?  Please contact:
Jim O’Neil, Managing Director, 617-338-0700 x775
privateclient@appletonpartners.com
www.appletonpartners.com

 

This commentary reflects the opinions of Appleton Partners based on information that we believe to be reliable. It is intended for informational purposes only, and not to suggest any specific performance or results, nor should it be considered investment, financial, tax or other professional advice. It is not an offer or solicitation. Views regarding the economy, securities markets or other specialized areas, like all predictors of future events, cannot be guaranteed to be accurate and may result in economic loss to the investor. While the Adviser believes the outside data sources cited to be credible, it has not independently verified the correctness of any of their inputs or calculations and, therefore, does not warranty the accuracy of any third-party sources or information.  Specific securities identified and described may or may not be held in portfolios managed by the Adviser and do not represent all of the securities purchased, sold, or recommended for advisory clients. The reader should not assume that investments in the securities identified and discussed are, were or will be profitable. Any securities identified were selected for illustrative purposes only, as a vehicle for demonstrating investment analysis and decision making. Investment process, strategies, philosophies, allocations, performance composition, target characteristics and other parameters are current as of the date indicated and are subject to change without prior notice. Registration with the SEC should not be construed as an endorsement or an indicator of investment skill acumen or experience. Investments in securities are not insured, protected or guaranteed and may result in loss of income and/or principal.

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