Back-to-School Strategies for College Kids & Their Families

As summer winds down and college preparations begin, families face important decisions about education funding, school selection, and financial aid. In this episode of Purposeful Planning, we explore strategies for making college more affordable and manageable—from the power of starting early with 529 plans to navigating the updated FAFSA process. Whether you're sending your first child to college or your last, these insights can help you make informed decisions about higher education investments. 

Sources:   

1. https://www.aspenwealthmgmt.com/resource-center/lifestyle/countdown-to-college/ 
2. https://www.aspenwealthmgmt.com/resource-center/estate/smart-tips-for-529-plans 
3. https://www.aspenwealthmgmt.com/resource-center/blog/fafsa-changes-2024-25/ 
4. https://www.aspenwealthmgmt.com/contact-us-fee-only-advisors-fort-worth 
5. https://www.aspenwealthmgmt.com/resource-center/financial-planning/college-funding-planning  

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.  

This information has been derived from sources believed to be accurate and is intended merely for educational purposes, not as advice.  

Aspen Wealth Management is a registered investment advisor with the SEC. 

This recorded posting utilizes AI generated voiceovers. While the Firm strictly prohibits the use of AI for advisory activities constituting investment advice, financial plans, portfolio analysis and management, and reporting, the use of AI for other purposes, such as voiceovers, is permitted and utilized for the firm’s recordings.

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