College Money

Welcome to College Money, the premier college planning team since 1975. We offer services to parents, financial professionals, college planning product sponsors, and corporate HR departments.

 

College can be a ticking time bomb that could blow-up even the best designed retirement plans. Many parents don't realize that not planning for college early in the game can leave them scrambling for tuition payments when the time comes. Often they resort to enormous amounts of borrowing that will follow them into their retirement years. And some parents even deplete retirement accounts to pay for college, leaving them unable to replenish the accounts in time to retire.

Since 1975 our unique process has evolved to keep pace with the changes in college planning, as well as the changes experienced by families once they have gotten through the college years. Planning how they want to spend that next chapter of their lives is a major component of what we do for them.

In addition to our own practice that offers college planning to parents, College Money has extended its help far beyond the confines of our office. We frequently speak before and consult for groups of financial professionals including,

  • CPAs and accountants
  • Attorneys
  • Financial advisors
  • Estate planning specialists
  • College planning product sponsors
 

College Money has also been a resource for the news media. Appearances on Good Morning America, CNBC, CNN, LiveWell's "Let's Talk Money," NPR, local radio, and interviews with Wall Street Journal, New York Times, Kiplinger Personal Finance, Baltimore Sun, Chicago Tribune, Money Magazine plus many more media outlets have further defined College Money's nationally recognized expertise in college planning.