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Tag: college funding

Avoid These 4 Retirement Planning Mistakes When Funding College

Paying for your child’s (or grandchildren’s) college expenses can significantly strain any family’s finances. With rising tuition fees and escalating living expenses, the financial burden of college education is becoming increasingly challenging to manage. As a high-net-worth individual, the dilemma is balancing the desire to provide a quality education for your family along with having a comfortable retirement. Failing to strike the proper balance can easily lead to higher debt, reduced savings, postponed retirement, or a dramatic reduction in your […]   Read More
Retirement Planning
Date: May 20, 2024
Paul Schatz, President, Heritage Capital

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The team at Heritage Capital has been helping people retire with confidence for over 30 years. We use active investment management and comprehensive financial planning to help you control your risks, so you can have a successful retirement no matter what happens with the markets or your world.
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