Kurt Anderson, CFP

06/25/2021

When you think of paying for college, you probably think of student loans first. But they should be your last option. There is a ‘best’ order of operations, beginning with free money. I sent two daughters to private colleges -- I know how to send you children to college without sacrificing you retirement.

https://thecollegeinvestor.com/21877/pay-for-college/
:

You can reduce the amount of student loan money needed to finance college by following this order of operations for how to pay for college.

05/28/2021

05/21/2021

Congratulations to the Class of 2021 !

You did it! As a graduate, parent of a graduate, or a significant support person, you accomplished a huge milestone

Our team at 1847 Financial celebrate you today!

Furthermore, we also understand the importance of after graduation planning -- whether it be planning for college as a high school graduate or planning for "real world" expenses as a college graduate. We want you to know we are here to help. It's our job to ensure that you are ready to take on anything.

As you and your family move into the next chapter, you may want to discuss your financial goals, new expenses, and efficient budgeting techniques. Call or email today to schedule a financial review.

Kurt Anderson, MSFS, CFP, ChFC, CLU, CASL
813-951-7799
[email protected]

05/17/2021

1847financial.com

05/14/2021

Want to retire without stress? A good balance of safety and growth in your savings will help ensure you have enough cash when you retire.

https://www.usatoday.com/story/money/personalfinance/retirement/2021/04/01/what-to-do-401-k-how-to-invest/43489237/


1847financial.com/solutions

Guiding your journey at every turn Foundation years Managing wealth starts with

05/12/2021

Worried about your summer plans because of the ongoing pandemic? These top experts clue us in on their plans, which may help you take that vacation you’ve longed for.

https://www.today.com/health/9-infectious-disease-experts-share-plans-summer-2021-t213785

Experts emphasized the importance of vaccines, but said that people could likely expect a somewhat normal summer this year.

05/10/2021

You can reduce stress and expenses for yourself and your family if you develop an estate plan that includes these important documents. As a Certified Financial Planner practitioner, I can help.

https://www.kiplinger.com/retirement/estate-planning/602643/the-essentials-you-need-for-an-estate-plan


1847Financial.com

You can reduce stress and expenses for yourself and your family if you develop an estate plan that includes these important documents.

04/29/2021

Here are seven of the best money apps for making good savers and smart spenders out of your children — but be careful, they just might have fun while they’re learning.

https://finance.yahoo.com/news/7-best-apps-teach-kids-173130248.html


1847financial.com

Like all good habits, lessons in financial literacy are most likely to stick when they're taught at a young age. Parents looking for a way to educate their kids about the basics of money, value,...

04/29/2021

If you have a short-term borrowing need, it may be more cost-effective to tap into your 401(k) than other financing options.

https://www.kiplinger.com/retirement/retirement-plans/401ks/602500/taking-a-401k-loan-to-fill-income-gaps-tips-before-you-dip

financialliteracymonth
1847financial.com/solutions

Guiding your journey at every turn Foundation years Managing wealth starts with

04/12/2021

Good morning! Happy Monday! Have a beautiful week!


1847financial.com