Pioneer Insights

Family & Education Planning Nicole Renaux CFP® Family & Education Planning Nicole Renaux CFP®

The Fall Checklist: Balancing College Applications and Financial Planning

For families with high school seniors, fall is crunch time. Between campus visits, final SAT/ACT attempts, and essay writing, there’s also a parallel track that’s just as important: preparing the financial side of the college journey. Getting ahead now can reduce stress and improve the chances of securing the best possible financial aid package.

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Family & Education Planning Angella Welcome, CFP® Family & Education Planning Angella Welcome, CFP®

Tips for Women Who Are Living in the Sandwich Generation

At a time when your career is reaching a peak and you are looking ahead to your own retirement, you may find yourself in the position of having to help your children with college expenses or the financial challenges of young adulthood while at the same time looking after the needs of your aging parents. Squeezed in the middle, you’re in the “sandwich generation” — a group loosely defined as people in their 40s to 60s who are “sandwiched” between caring for children and aging parents.

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