The Uncomfortable Thing You Need to Talk About Before You Get Married

Sometimes a cliché is best captured in a picture. On my colleague's phone was a black Bentley, chrome logo glistening in the sun. The car belonged to one of his most successful clients, but it wasn't the presumptive price tag that was jarring. The custom license plate read, “NVSTWME,” surrounded by a frame stating, “My other car is a yacht.”

Photographic evidence of people's worst assumptions about financial advisers: extreme affluence, simplistic value proposition, garnished with a touch of hubris. Truth is, the majority of people in financial services do not carry themselves with…

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As a parent, it’s natural to want to help your children succeed. In fact, in our recent survey of parents, 37% of respondents said no investment goal is more important than saving for a child’s college education.

If you plan to pay for all of your child’s college expenses, you can expect to shell out tens of thousands of dollars for one year, according to the College Board’s 2017-2018 figures:

While it might feel good to give your child a head start in life, choosing to pay for their education might not be an easy choice for everyone.

“The decision to contribute to a child’s college education is a deeply nuanced and personal decision,” said Jeff Motske, a certified financial planner and the president of Trilogy Financial.

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