Building relationships and financial plans for over 85 years
1401 South Florida Avenue Lakeland, FL 33803 Toll Free: 1 (800) 950-2526 Phone: (863) 688-9000 Fax: (863) 616-6354
Branch Manager Michael Walker
7380 Murrell Road, Suite 100 Viera, FL 32940 Toll Free: 1 (855) 655-3131 Phone: (321) 253-3131 Fax: (321) 253-3141
Branch Manager Terry Tolbert
250 Avenue K SW, Suite 106 Winter Haven, FL 33880 Toll Free: 1 (800) 678-7411 Phone: (863) 294-7411 Fax: (863) 294-4017
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Host Laura Hawley – CFP®, President at Allen & Company
Co-Host Dana Hurley – Financial Advisor at Allen & Company
In this episode, we discuss the burden of student loans and how to avoid getting caught up in the “Parent Trap.” We also take a deep dive into issues such as how much parents need to save as they plan towards paying for their children’s College and smarter strategies (like the 529 and Pre-Paid Tuition Plans) that they could adopt. Lastly, we talk about Post-College Support and how parents can help their adult children without harming their own retirement plans or their children’s independence.
Many times, parents do not involve their children in financial discussions. – Dana Hurley – Financial Advisor at Allen & Company
Unfortunately, many kids are in that situation; they have an unrealistic view of the lifestyle they’re going to have immediately out of school. – Dana Hurley – Financial Advisor at Allen & Company
Unfortunately, we’ve continued to see dramatic rise in tuition. – Dana Hurley – Financial Advisor at Allen & Company
Financial support isn’t just bad for retirees, it can hurt their children as well. – Laura Hawley – CFP®, President at Allen & Company
There becomes a point in time where you have to give them that independence. – Dana Hurley – Financial Advisor at Allen & Company
Laura Hawley – CFP®, President at Allen & Company Allen & Company – Laura Hawley
Dana Hurley – Financial Advisor at Allen & Company Allen & Company – Dana Hurley LinkedIn – Dana Hurley