Episode 23 - Being Smart About Saving for Education

In this episode of Blue Money, Jim & Kevin are discussing education planning. Kevin keeps it real and is honest about the cost of financing higher education. Jim gives us the Rule of One-Third concept. Kevin goes over the different investing options for educational savings funds and how to choose the one that’s right for you. The guys go more in depth on the 529 plan. Kevin & Jim aren’t just talking about saving and investing, they’re also discussing affording higher education and paying back student loans. Kevin stresses the importance of planning ahead when it comes to saving for, and paying for, education. To contact Lt. Jim Donnelly: [email protected] To contact Kevin McGarry: [email protected] For a free financial assessment, or for more information visit valleyfinancial.com