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...]

Making and Sticking to a College Budget

By Kaitlin Hurtado Published April 3rd, 2018 on Uloop “Broke” and “college student” are often paired together when discussing the typical student’s financial situation. Between struggling a part-time job (or several) and academics or waiting until your next financial aid disbursement, you might find yourself struggling to get by at one point or … [Read more...]

Master Your Financial Aid Appeal in 5 Easy Steps

It’s about that time of year—when your senior is mid-way through their term—that financial aid packages come flooding into your mailbox. Seeing the raw numbers may cause a bit of panic. You remember hearing something about appealing financial aid, but where do you start? It’s a pretty straightforward process, and worth trying. Financial aid … [Read more...]

Dare2B Digital Conference 2018

We're excited to announce Beatrice Schultz will be a speaker at the Dare 2B Digital Conference 2018, hosted at the PayPal office March 3rd 2018! Join us for an action-packed day of learning and workshops! You've heard of "STEM" programs, but what about "STEAM"? STEAM (Science, Technology, Engineering, Arts & Math) focuses on skillsets in the … [Read more...]

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...]