Paying for college has never been more expensive — or more emotionally charged.For grandparents who want to help but are on a fixed income, the desire to contribute can feel at odds with protecting their own retirement. But there’s a little-known, strategic solution that’s helping families across the country fund college without draining savings or […]
Client Profile: Name: Natalie Age: 32 Occupation: Registered nurse Goal: Buy a home she could grow with financially Location: Portland, OR The Situation Natalie was approved for up to $525,000 and was initially shopping for a fully renovated 3-bed home in a quiet neighborhood near friends and trendy cafés. But something didn’t sit right.The more she looked, the more she
Client Profile Name: Julian M. Age: 19 School: Arizona State University Major: Finance Purchase Price: $310,000 Property Type: 3-bed duplex near campus Loan Type: FHA First-Time Buyer (3.5% down) Co-Borrower: Parent (non-occupant co-signer) Credit Score: 701 The Challenge Julian was entering college and faced a common dilemma: pay $1,200/month to rent a room, or find a smarter way to build wealth while in school.