EP 102 – College Financial Planning with Jerry Gross

News Flash – College is expensive.  It may be one of the largest expenditures that a family makes, second only to their home.  Proper planning and financial strategies are so critical to insure a successful financial side to the college experience.

Some of the highlights of this conversation:

Savings: Should you save for your children’s college or your retirement?  Can you successfully do both concurrently?

Life Insurance: Only 2 things will happen when your child goes to college, you will be alive or not alive. Make sure you have enough Life insurance.

Your Terminal Degree: Where do you put your investment… the Bachelors? the Masters? the Doctorate?  MBA? Law School? Professional School?

Increasing your financial aid: Ideas and ‘insider tips’ to increase chances of getting financial aid.

About – Jerry Gross, MBA, CLU, ChFC

Owner of Jerry Gross Financial since 1981 focusing on College and Retirement planning.

Offers counsel to help people decide when best time to take Social Security, and Long Term Care Planning

Independent Financial Consultant, and Insurance agent

Personal:

Jerry is married for a second time and now has 2 kids and 2 step kids – all four have college degrees.  His daughter is a Lawyer in West Palm Beach, Fl., and his son CPA in Manhattan, now living with me (covid refugee). Her daughter is Family Therapist, and her son, Recruiter for Bucks County schools, and her son also lives with us.   Also  a Step Grandfather of baby Elliana, now 7 months old.

Reach Jerry: