Head Of The Class

By Jerilyn Klein Bier Published September 2017 on Financial Advisor Magazine When financial planner Beth Walker’s son was born in 2002, she used the College Board’s cost calculator to project how much it would cost to send him to college. “I was literally blown away,” she says, by the $250,000 estimate. She was sure there had to be a better … [Read more...]

May 2017 Newsletter: How to Never Pay Retail for College

May 2017 Newsletter How to Never Pay Retail for College It’s May! Congratulations to all our seniors who have chosen their college for the next 4 years! For those of you who accepted at one college, but have also secured a spot on the waiting list for another college, this month's Senior Scoop shares waitlist … [Read more...]

April 2017 Newsletter: Effective Financial Appeals, Weighing Costs & College Choice

April 2017 Newsletter Should You Appeal Your Aid Offer? It’s April! Congratulations to all our seniors! College acceptances and financial aid offers have finally arrived. YOU get to choose your best academic, social, and financial fit college. Parents and students sometimes ask: Can I appeal my financial award? Yes, this option … [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...]

7 Tips to Unraveling Financial Award Letters

Award letters are notoriously complex.  They're riddled with finance terms and non-standard abbreviations.  You're left thinking, "So what do I REALLY owe?" It's with good reason, but the process becomes far less convoluted when you break down the individual pieces. Master the formula.  As you sift through these award letters, it’s important … [Read more...]