05/01/2026
Graduation season comes with big decisions, and student loans are at the top of the list.
Wealth Management Advisor Michael Green shared his perspective with Gregg Greenberg at InvestmentNews on how advisors are helping clients balance financial priorities early on.
“We’re helping clients think about balancing competing priorities like debt alongside saving, investing, and career decisions, because the goal isn’t just to eliminate loans, it’s to build long-term financial security without delaying major life milestones along the way.”
A more flexible approach can help graduates stay on track while still planning for what comes next.
http://investmentnews.com/practice-management/recent-graduates/266312
