The Meridian Group
Mar 21, 2025 | Janet Engels and Tylar Lunke
Listen here (approximately 15 minutes).
Analysis
Many retirees are drawn to the idea of a second home, a concept that extends beyond providing a vacation spot for loved ones to gather. Before such a purchase, there’s much to contemplate.
Even with college tuition inflation slowing in recent years, college education costs continue to be a big-ticket item.
Conversations about values and wishes for their estate are as important as the planning itself.