Dirty Little Secret

April 15, 2018   00:25:24

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Welcome to the Investment Answers Podcast.  Your hosts are Travis Terlau, Certified Financial Planner™, an independent Investment Advisor Representative, and founder and CEO, along with Kelly Terlau Chief Operations Officer of Investment Answers®. We are a real couple that owns an actual financial planning firm.  Whether you’re just getting started with setting the foundation for your lifelong financial wellness or if you’ve been saving and investing over your lifetime, we’re here to help. On this (first) episode we discuss:

  • Who we are
  • When saving for college, parents typically save more for their sons than their daughters
  • How the savings gap can happen on accident
  • Strategies we use to overcome potential savings gaps for our children
  • All About the Numbers: 2018 Tax Reform Tax Brackets

Articles Referenced

College-Savings Imbalance: Parents Put Aside More for Sons Than Daughters by Cheryl Winokur Munk, Wall Street Journal, 11/5/17 https://goo.gl/GJ7XWd

College Savings Gender Divide: Readers Weigh In, Wall Street Journal, 12/3/17 https://goo.gl/tgsBwH

Investment Answers LLC is a Financial Advisory firm. For the most up to date Investment Advisory services and disclaimers, please visit www.InvestmentAnswers.net. This information is intended for entertainment or educational purposes only. Opinions, rules, regulations and laws expressed are subject to change without notice and are not intended as individualized investment or tax advice. Past performance does not predict or guarantee future results. All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. These are the general views and understandings of Investment Answers, LLC, and should not be construed as personalized investment or tax advice. Consult a qualified financial professional before making any financial decision.