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...]

March 2017 Newsletter: Award Letter Tips, Big Scholarships & More!

March 2017 Newsletter It's College Acceptance Season! It’s March! I love this time of year.  Every day I have the privilege to receive an email or phone call from my many excited clients as their sons and daughters receive college offers. The excitement also comes with trepidation of the impending expense for college. Colleges … [Read more...]

Land an Athletic Scholarship

You've enrolled your student in their favorite sport. They seem to have a knack at it. How does that tie into their college future (other than first string)? An athletic scholarship may be the key to avoiding college financial debt. Take a look at these 7 tips to find out if an athletic scholarship is right for your child: Start early. The … [Read more...]

March 2016 Newsletter

March 2016 Newsletter March Madness! Happy March Madness! If you are the parent of a high school senior, March Madness has a new exciting definition. This March you’ll be scrambling to finish your taxes early, update your FAFSA application, plus send tax returns, special financial circumstances explanations and … [Read more...]

Will My Scholarships Be Taxable?

First, congratulations on winning that scholarship! This is a great question, especially now that it's tax time. Scholarships are generally considered "free money" and not taxed. But...We're talking about taxes, so there are exceptions. Let's take a quick look at which situations are taxable and which are not. Non-Taxable … [Read more...]

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