Catawba County News

Smart $: College & Investing

Smart $: College & Investing

November 28, 2018

Knowing how to handle money wisely is something we all strive for. We make efforts to save, to scrimp, to control our wants, and to think carefully about what will be required for future needs. But figuring out IRAs, pensions, money markets, and all the rest can make our heads spin. And when you add in wishes for children and grandchildren, the scenario becomes even more complicated.

Fortunately, the Library is welcoming finance professionals this month to help with two prominent concerns: sending kids (or yourself) to college and making decisions about investments. They’ll provide good, basic information to help you determine how to move forward, and they’ll answer questions to help you feel more comfortable in your own process.

The College Financial Aid workshop will be led by Skip Watts from the College Foundation of North Carolina. He’ll not only offer general information about applying for aid, but he’ll also share useful tips for getting your paperwork in order and knowing what to focus on. You’ll definitely want to take advantage of the opportunity to chat one-on-one and gain some expertise yourself!

It takes place at 11 am on Saturday, December 1 at the Maiden Branch Library.

The Do It Yourself Investing session will communicate a variety of investment ideas and strategies that you’ll want to consider. A relevant one for this time of year is how to gift investments during the holidays so that you maximize the good that you can do. Another helpful topic is estate planning. Whether you’re in retirement or still working but thinking ahead, being aware of what you can do with your money can help direct how you balance and rebalance your portfolio.

The DIY investing class is for informational purposes only, and no sales or personal financial strategies will be offered, so you can be comfortable knowing there’s no pressure, only meaningful conversation.

It takes place at 10:30 am on Friday, December 7 at the Sherrills Ford-Terrell Branch Library.