EP 62: Financial Planning For College with Ann Garcia

Ann Garcia, aka The College Financial Lady, has helped thousands of families save millions of dollars on college. This week, Dr. Laura Anderson invites Ann on to share valuable strategies and pertinent information to set you and your child up for success in saving for their future. Great college options are available at every price point and there are various steps you can take to feel more prepared in this process.

Ann Garcia is a fee-only Certified Financial Planner and managing partner of Independent Progressive Advisors, Ann specializes in helping families balance the desire to support their children’s dreams with the reality of funding their own lives. 

What You Will Learn:

• What gets in the way of parents having a clear cut plan for paying for college

• 529 plans - what they are and how to use them

• How to talk to your child about finances

• Financial aid, and eligibility

• Different types of scholarships

• What to look for when looking for colleges

• Don't count yourself out

• FAFSA and how it works

• How to balance your savings between college and retirement