As seen in Neighborhood SEEN
For many families, including my own, the college countdown is heating up, and all kinds of preparations are underway for this major, life-changing milestone. Our twins, Katie and Joey, will be graduating and heading off to college in a matter of months. As a wealth advisor for the last 24 years, I’ve made recommendations to hundreds of clients about what to do during this pivotal time. Now, it’s our turn — and maybe your turn, too.