Why Your Clients Need a Holistic College Spending Plan
Lula Tadesse: Hello, and welcome to Vanguard’s Investment Commentary Podcast series. I’m Lula Tadesse. In this month’s episode, which we’re taping on September 26,
2016, we’re going to discuss how to develop a college spending plan that maximizes your chances of receiving financial aid and takes advantage of tax credits.
Jonathan Kahler, of Vanguard’s Investment Strategy Group, is here to explain how college spending decisions can affect the family’s broader financial situation.