Education Planning

Why College Savings Plans Shouldn’t Be One-Size-Fits-All

Why College Savings Plans Shouldn’t Be One-Size-Fits-All

Balancing college savings with other financial priorities can be tricky, especially if you're also approaching retirement. This episode of Sidewalk Talk explores two real-world cases where college funding plans had to adapt. From over-saving concerns to rethinking investment strategy, it’s all about aligning goals. Watch to see how personalized planning makes a difference.