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Educational Financial Planning


Today, saving for both retirement and college can be more challenging than ever. In part, because people are living longer – which means more money has to be set aside for the added years you can expect to live. In addition, many parents are waiting longer before starting a family – and that means fewer years between their children finishing college and normal retirement age. Add in already high college costs and it becomes evident that, for most parents, saving for your own retirement and your children’s college education can be a daunting task to accomplish. However, with some careful planning, it is possible to take the sting out of college costs and save more for retirement.


Start Planning for Education Today!


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Our Advisors specializing in Educational Planning:


Robert Cepeda New York Financial AdvisorRobert CepedaNicholas Tuck New York Financial AdvisorNick TuckBob Howerter New York Financial AdvisorBob Howerter
Ken Flood New York Financial AdvisorKen FloodSandeep Patel New York Financial AdvisorSandeep PatelRoger Pikul New York Financial AdvisorRoger Pikul Jr.
Tony Natrella New York Financial AdvisorTony NatrellaSenta Curran New York Financial AdvisorSenta CurranBill Niederauer New York Financial AdvisorBill Niederauer

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