College Tax Breaks and Tips for Filing

It's December! As you round up your end-of-year to-dos, we want to share with you a few college related tips to consider while planning your 2018 tax filing. Be sure to check with your tax professional to confirm whether any of these tips apply to your tax situation. College Tax Breaks Are you making the most of possible tax breaks before, … [Read more...]

Merit Aid: What You Need to Know

November is here! While you're getting prepped for Turkey Day, it's prime time for college application season, and merit aid is one of the best ways to get free funding for college. Merit Aid 101 What is merit aid? If you want to get the most out of merit scholarships, what do colleges look for? We answer these (and more!) in our college … [Read more...]

What is Merit Aid and How Do I Get Some?

You may have heard of merit aid, that it helps pay for college, or maybe you know it as merit scholarships. This is what you need to know about merit aid as you prep for college applications. Colleges grant merit aid scholarships to students based on their academic or other achievements. It could be an impressive GPA, athletic skills, an … [Read more...]

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...]

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