On this episode of What I Wish My Mother Taught Me, I am joined by Brad Baldridge, Brad Baldridge is a College Funding Specialist who has
helped thousands of families plan and save for college with smart and proven strategies to save time, money and stress. Brad is the host of Taming the High Cost of College podcast.
He teaches parents the best ways to save and pay for college, including how to find the right school, maximize financial aid and scholarships, avoid student loan debt, and make your children’s college dreams come true without wiping out your finances or retirement
Check out their website for more information about Brad and gather resources for college planning success.
Check out my book What I Wish My Mother Taught Me and What I Teach My Daughter and Journals.
For more, visit our website
Disclosures
The information provided to you today is for educational purposes only. It is not intended to constitute specific recommendations or advice. Please consult with a qualified professional before acting on any of this material.
Some of today’s discussion may have included information about investing. Please remember that investing involves risk, and, 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.
Before investing in any state’s 529 plan, 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 a 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 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
529 College Savings PlansBrad Baldridge
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