We are proud of one of our senior financial planners, Joe Gaj, who appeared in the January 2nd, 2018 episode of Jamie & Doug Plus One, “Champagne Taste on a Beer Budget” (Season 1, Episode 3).
This episode shows some of the financial planning considerations that individuals should contemplate with the birth of a child.
The episode provides a frank look at the choices people face and tradeoffs that are considered. The planning considerations that many overlook, include saving for college and updating estate plans for guardianship and inheritance.
At AEPG® we help people make wise decisions about their financial future and work with them to put an effective financial plan in place.
We provide guidance and advice about the important considerations that go into an estate plan. These decisions can be difficult; consulting with an experienced financial planning professional can help. Regarding savings for college, the earlier the better – we work with clients to create a plan for saving for college and make it more predictable. While this is a TV show and the advice is not the deepest, you might find it very entertaining.
View the episode clip here: https://youtu.be/I1WiKR_bQpo
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