Ultimate College Checklist
Ultimate College Checklist
Ultimate College Checklist
With summer in the air, it means fall is just around the corner. And, for many, that means kids heading off to college.
Sending your child off to college is an exciting and emotional milestone for families, but many details require attention. At CTS Financial Group, we’ve helped families navigate this transition, and we’ve created a checklist of 13 essential tasks to ensure your child gets the most out of their college experience. Here are some key items to address:
Finances
College is expensive, so review your finances and consider using accounts designated for higher education, like a 529 Plan. If money is tight, a Home Equity Line of Credit (HELOC) could be a good option, but consult a financial advisor before making that decision. You should also evaluate your car insurance policy to determine if adjustments are needed due to your child’s new living situation.
Health
Check if your …