VIDEO: Should You Save for College or Focus on Retirement First? | Financial Planning for Parents

  • Retirement Funding, Student Loans
As parents, we want to give our children every opportunity, including a great education. But what happens when saving for college competes with saving for your own retirement?

In this video, Leah Woodly, CFP®, breaks down how to prioritize these two major goals without guilt or confusion.

You’ll learn:

  • Why retirement should come before college savings
  • How 529 plans can help you invest for education tax-free
  • How to balance family values with financial strategy
  • Real-life steps to create peace of mind for your future and your child’s

 

Financial planning isn’t just about numbers, it’s about freedom, options, and security for your family.

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This material is intended for educational purposes only. You should always consult a financial, tax, or legal professional familiar with your unique circumstances before making any financial decisions. Nothing in this material constitutes a solicitation for the sale or purchase of any securities. Any mentioned rates of return are historical or hypothetical in nature and are not a guarantee of future returns. Past performance does not guarantee future performance. Future returns may be lower or higher. Investments involve risk. Investment values will fluctuate with market conditions, and security positions, when sold, may be worth less or more than their original cost. Dorval & Chorne Financial Advisors is a registered investment adviser with the SEC. Registration of an investment adviser does not imply a certain level of skill or training.

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