Begin to live life with a little bit of you back in it.

College Piggy Bank Do NOT Overpay for College - Empty Nest Planning

Do NOT Overpay for College

By developing a college preapproval plan as part of our empty nest planning, we determine exactly what your family can afford. From there, we can develop a list of generous schools that balance you and your children’s future. Cracking open the black box of financial aid to get your best deal helps develop a cohesive plan. This can help your child get a great education, manage student loan borrowing, and keep you on track for your future (retirement maybe?).

Organize your New Life – The House, Your Career, Retirement and Tax Planning

Organize your New Life – The House, Your Career, Retirement and Tax Planning

Once the kids depart for independence, new issues become front of mind, such as relocating or remodeling your residence. Questions arise around career strategies, planning for an eventual retirement, and taking a hard look at your tax outlays. Through comprehensive empty nest planning, we address these challenges. We have been focused on raising our children – now it’s our turn for planning and working with a team that has been there.

Organize your New Life – The House, Your Career, Retirement and Tax Planning
Develop a clear path that balances your family with your future

Develop a clear path that balances your family with your future

Once the kids have launched, we continue to be parents. Children that return for college breaks or extended stays later in life can add undue stress. Coupled with ongoing financial needs around weddings, etc., it can feel like they never left! Our empty nest planning helps build guardrails in your plans to include the unexpected. It’s also a time in life when our parents might need our help, and we can assist with a caregiving plan.

It may be time to examine your estate plan as well. We can help!

Begin to live life with a little bit of YOU back in it!

Let’s create a financial plan that works for your unique goals in this new stage of life. Schedule your free consultation and start feeling more confident about your future.

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