Summer is coming to an end, which means it’s time for students to head back to school. At Crestwood, we aim to help our clients plan for their children’s future – including how to finance their education.
Crestwood Director and Wealth Manager Billy Spencer, CFP®, CFT-I™, FBS® recently spoke with InvestmentNews on financial strategies and tips we share with clients to help prepare for back-to-school season.
“With the resources that you have, whether that’s through student loans, stipend from parents or earnings from the child working, they can use that awareness around where the money’s going to allocate it well and have it aligned with what they value and what their needs are,” he said.
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