Pull up the website of almost any college your student is excited about and you’ll find a price north of $75,000 a year. But here’s the number the website doesn’t show you: at plenty of those same schools, the average family actually pays closer to $20,000 or $60,000, depending on various factors such as in-state public, private, or out-of-state public schools.
Twenty years of maxing out your 401(k) might fund $4,000 to $5,000 a month in retirement. If your family spends more than that today, Brandy Branstetter, CFP®, breaks down where the rest of your savings should go.
Giving generously is one thing. Giving strategically—in a way that reflects your values, fits your financial plan, and shapes your family’s legacy—is another. Here’s the framework Andrew uses with clients at Beyond Wealth.
Having a low mortgage interest rate can be a beautiful thing, but is it holding you back from your life’s aspirations? Learn how to reframe your thinking about that low rate toward fulfilling your deepest values and aspirations with guidance from Beyond Wealth.
For professionals on a career growth trajectory, a financial plan is a living, breathing framework that evolves with you. Learn how you can craft a plan that goes beyond the numbers and highlights your deepest values and aspirations with guidance from Beyond Wealth.
Does your financial plan reflect your cherished values and life aspirations for you and your family? Learn how you can craft a financial plan that goes beyond the numbers and highlights your deepest values with guidance from Beyond Wealth.
If you were limited to just two pieces of financial guidance, what would those lessons be? Read about the two core concepts we at Beyond Wealth recommend and how to utilize them with our guidance.
Putting money toward your children’s college education? Many parents do. But how much is enough? Our latest post takes a closer look.
Your 40s are a pivotal point in your financial life. With many competing objectives, what should you be doing at this stage to elevate your financial game plan? Read our case study about potential strategies you could use with guidance from Beyond Wealth.
