Click here to watch our Pearl Planning Book Group discussion about paying for college with a guest appearance from the author of How to Pay for College, Ann Garcia.

Need to chat now about your accounts or financial plan? Links to schedule an update with one of our team members are HERE.

While we are familiar with the tax provisions of the issues that will be presented, as Financial Advisors at Pearl Planning, we are not qualified to render advice on tax or legal matters. You should discuss tax or legal matters with the appropriate professional. Investment advisory services offered through Pearl Planning, a DBA of Stephens Consulting LLC., an SEC registered investment advisory.