When do you start saving for your children’s college education as a parent? Today, we are joined by Brad Baldridge, a renowned resource in the field of college finances. With a wealth of experience and insight, Brad unraveled the intricacies of planning and saving for your child’s future education.
Disclosures: The information provided to you today is for educational purposes only. It is not intended to be specific recommendations or advice. Please consult with a qualified professional before acting on any of this material. Investing involves risk. Depending on the types of investments, there may be varying degrees of risk. Investors should be prepared to bear loss, including total loss of principal.
529 College Savings Plans: Investors should carefully consider investment objectives, risks, charges, and expenses. This information and other important information are contained in the fund prospectuses, summary prospectuses, and 529 Product Program Description. These documents can be obtained from a financial professional or directly from the plan’s website. Please read them carefully before investing.
Depending on your state of residence, there may be an in-state plan that offers tax and other benefits, which may include financial aid, scholarship funds, and protection from creditors.
Before investing in any state’s 529 plan, investors should consult a tax professional.
If withdrawals from 529 plans are used for purposes other than qualified education, the withdrawal could be subject to a 10% federal tax penalty, state penalties, federal income tax, and state income tax.
Brad Baldridge: Brad Baldridge is a Registered Representative with Cambridge Investment Research, Inc.
Securities are offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC.
Brad Baldridge is also an Investment Advisor Representative with Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.
Baldridge Wealth Management and Baldridge College Solutions are affiliated. Cambridge and the Baldridge companies are not affiliated.
Registered branch location: 10521 W. Layton Avenue, Suite 200, Greenfield, WI 53228 6/20
About the Guest:
Brad Baldridge is one of the nation’s leading college financial experts. He teaches families the best ways to plan, save, and pay for college so they can make their children’s college dreams come true without wiping out their finances or their retirement.
For over 20 years, he has shared his expertise and insights through his private practice as a blogger and host of the Taming the High Cost of College Podcast and as a presenter at numerous workshops and seminars.
About the Host:
Following the crumbs in the chaos is a full-time job as a Productivity Coach. As a busy mom of three and the founder of Chaos N’ Cookies, keeping moms from crumbling is my main objective. After gaining 10+ years of experience as a Director of Marketing helping build multiple 6 & 7-figure businesses for other women I’ve created the Chaos Control System to equip moms to overcome their own objections so they can live the life they want to live and start that business they have always wanted. The Family Playbook, or standard operating procedure, is the tool every mama needs to save time and stress-less when chaos ensues at home.
For new biz owners, I also help simplify systems on social media and other business platforms to automate processes to get their business up and running quickly and efficiently with how-tos and hands-on coaching. I have helped hundreds of women to be more productive and self-sufficient in their homes and businesses allowing them to reclaim control of the chaos.
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