dfa info, F5 financial, f5 financial planning, long-term investing, naperville financial, naperville financial planner, 529, higher education, paying for college, saving for college

Back to School

By: Curt Stowers

Higher education may come with a high and increasing price tag, so it makes sense to plan well in advance. There are many unknowns involved in education planning, and there is no “one size fits all” approach to solving the problem. By having a disciplined approach toward saving and investing, however, parents can remove some of the uncertainty from the process.

The attached article goes into much more detail on this topic. Hopefully, after you have a chance to review the article, you will be better equipped to take on the challenge of college for you, your children, or your grandchildren.

  • Do you have concerns about education planning for your family?
  • If so, would you like to partner with someone who is used to helping people get through these struggles and (then, with confidence) implement portfolio strategies in a systematic manner?

If so, feel free to send us an email or give us a call.We’d love to have the opportunity to help you find a bit more peace of mind when it comes to investing.

 dfa info, F5 financial, f5 financial planning, long-term investing, naperville financial, naperville financial planner, 529, higher education, paying for college, saving for college

 

Enjoy the read and remember, it’s NOT about the money. It’s about how the money supports your goals!

Photo credit: Victoria Heath on unsplash.com

F5 Financial

F5 Financial provides fee-only financial planning services to Naperville, Plainfield, Bolingbrook, Aurora, Oswego, Geneva, St. Charles, Wheaton, Glen Ellyn, Lisle, Chicago and the surrounding communities. Curt Stowers is a fee-only financial planner. He is a Certified Financial Planner (has passed the CFP® examination). Contact or visit Curt at his Naperville location.

We’d love to have the opportunity to hear about your situation. Send us an email or give us a call to find out more about next steps.

Learn more about What We Do.


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Wealth Preservation – Wealth Enhancement – Wealth Transfer – Wealth Protection – Charitable Giving

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50 South Main, Suite 200 Naperville, IL 60540

Contact Us At

(630) 474-5213 or email