July 2014 Wealth Management Minute

In this month’s Wealth Management Minute, discover how grandparents can help their grandchildren with the cost of college. Read below. . .

As the cost of a college education continues to climb, many grandparents are stepping in to help. this trend is expected to accelerate as baby boomers, many of whom went to college, became grandparents and started gifting what’s predicted to be trillions of dollars over the coming decades…




To learn more about the professional history of our financial advisors, please visit

FINRA’s BrokerCheck

Do You Qualify?