skip to Main Content

GET IN TOUCH

By filling out the form below, we understand that you are ready to talk specifics and find the best possible college experience for your student. Our team will be in touch with you within 2 business days. We gladly use video conferencing or phone calls for clients who are unable to meet in person.

We can't wait to get started!

MCPT Inquiry
First
Last
First
Last

CONNECT

OFFICES

Educational Consultants
1001 Ogden Ave.
Suite 204
Downers Grove, IL

Financial Consultants
1717 North Naper Blvd
Suite 200
Naperville, IL

GET OUR NEWSLETTER!

Subscribe to our weekly email newsletter to get the latest college-planning updates, including information about scholarships, coronavirus-related annoucements, financial aid tips and more.

Balancing Student Loan Debt with Retirement Savings

Welcome to post-graduate life and, with any luck, professional success. Once you’ve bridged the chasm between what you want to do with your new disposable income and what you think you should do, you will find yourself with some life-impacting decisions. Should you put your efforts towards saving for retirement or would they be better allocated to the expedient repayment of student loans? Wanting to make smart decisions with your money is only the first step. A decision made with the most prudent of intentions…

Read More

What the New Fiduciary Responsibility Law Means

When you meet with a financial advisor, you hope that you have found someone you can trust. There is a new fiduciary responsibility law on the table in Washington, because some advisors are, unfortunately, not trustworthy. They may not have your best interest in mind when recommending certain financial products and that may affect your family's college savings. Are you wondering what this new law means for you? It will affect how financial advisors recommend different investments and how they charge their…

Read More

Balancing Your Tuition and Retirement Savings

If you’re working to pay your child’s tuition, retirement might be the last thing on your mind. With a six-digit tuition hanging over your head, it’s easy to put your savings on the back burner. But it would be a mistake to put off these contributions, because the power of compound interest is still working hard on your contributions. If you put off investments for just a few years, you’re potentially losing out on tens of thousands of dollars. Never sacrifice your retirement to…

Read More

There’s More To Be Scared About than Paying For College

There is no doubt that the ever-accelerating costs of paying for college are daunting for almost every family--the good news is that there are experts and professionals out there who can help you. A competent financial advisor who understands how the system works can work with you to uncover any number of potential strategies that may help reduce your out-of-pocket cost for college.  They can also create cash flow strategies, educate you on different types of loans, and even blend in tax…

Read More

Loans or Retirement Account to Pay for College?

Remember the birth of your child? As new parents we set out to give only the best to our children.   The first time they wrapped their tiny little hand around our finger we made a promise to give them the best. With that promise, of course, also came the responsibility of saving for college. Fast forward eighteen years later The time has come to live up to that promise.  If you are like most parents, however, life didn’t make it easy for you to…

Read More

Single Moms Headed for Big Trouble in Retirement

Single moms with college bound kids are in a constant struggle to make ends meet.  If they happen to have any money at all left over at the end of the month, it has to go into their already too-meager college savings account. What about your retirement savings? The usual answer I get to this question is that retirement savings will have to wait until the kids have graduated from college.  But what about your 401K savings account? There is…

Read More

Don’t Let College Costs Destroy Your Retirement

I know this is the time of year when many of you are considering using some of your hard-earned retirement funds to pay for college and avoid student debt.  After all, the market has done quite well over the last three years, so why not? While it is true that most of what you read on this subject will agree that it is not a good idea to use retirement funds to cover college costs, these articles are not “ringing the…

Read More
Back To Top
×Close search
Search