We often find great value and pride in owning things - yet the reality is that in many situations, we actually don't get a lot of use out of much of what we own. Which starts to beg the question - maybe we should spend more time renting stuff we want to use (loanership) when we want to use it, rather than buying it (ownership).
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A new blog video post by financial planner Tim Maurer makes an interesting point - the very essence of our 6 step financial planning process includes a conflict of interest that we as financial planners must navigate: that while gathering information and setting goals may be the most important step for a client, it's not the step where we get paid.
Most planners think of college planning as accumulation planning – contribute to a 529 plan, invest properly, and start spending in 5, 10, or 15+ years; and if you don’t earn much income nor have a lot of wealth, you can apply for need-based financial aid. In reality, though, it’s never too late and you’re never too wealthy to keep doing good planning for college funding… but the strategies are different!
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