Overview

After many years as a Certified Public Accountant (CPA), Investment Advisor, and Master Personal Financial Planner, it's frustrating to find little information for the lay person on how to structure their savings for the kids education and still be able to retire. Inflation, cost of living increases, and college program costs have risen sky high. Although the tips provided here cannot guarantee enough money to attend college or a completely comfortable retirement, knowing the savings methods and options will change your perspective on the how to save. You'll learn the questions to ask your tax preparer, CPA, and/or planner. You'll know the order in which to fund your retirement, and college planning. You'll know which savings vehicles are available and which ones to use. You may even figure out the tax code complexity issues and write to your congress person asking them to simply fund education for the future of America.

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