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FAFSA & CSS Profile: Available Now!

It’s October! Financial aid applications are available now! If you have a senior, you should be ready to file and have a college funding plan in place. Give us a call if you need help! We'll coach you through creating your plan. Plus, we file your financial aid applications! Get Prepped for the FAFSA & CSS Profile … [Read more...]

How Do I Spend Money From My 529 Plan?

It’s September! As we ring in the new school year, we want to help you craft your financial plan and stay one step ahead. How do I take money out of my 529 plan? Withdrawals, qualified expenses, and income limitations. These are part of the 5 most-asked questions we get from parents with a 529 plan. Why should your kid help pay for … [Read more...]

5 Questions Parents Most Often Ask About Their 529 Plans

529 plans are one of the go-to college savings options for parents. They are heavily marketed, tax-advantaged, let you make high annual contributions, and don’t have income or age restrictions. Many families have some money in 529 plans (which they plan to use for college). If you’re one of those families who have some college savings into a 529 … [Read more...]

Parents: It’s Time for YOU to Go Back to School

It’s August! Whether your student is gearing up for education mode, or right in the middle of first-week preparations, August means it's the start of back to school season. Stretch Out Summer Earnings with a Clear Savings Plan Embarking on a summer job may be new territory for your student. Before spending a penny, talk to your student about … [Read more...]

Extra Summer Job Earnings? Before Spending a Penny, Talk to Your Student About These 4 Ways to Budget

1. Stick to a savings plan A good rule of thumb is save first and spend what you have left over. Agreeing on a savings plan ahead of time will make it easier to part with a chunk of the money. A popular (and fair) budgeting technique is the 50/30/20 budget: 50% → Necessities 30% → Wants 20% → Savings Let’s say your student earns … [Read more...]

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