• 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 … 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 … 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 … 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 … 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 … Read More »

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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...]

Do Higher Discounts Help Out Students or Colleges?

It’s July! Time to soak in those warm summer rays and get some well-deserved R&R. Private Colleges are Offering Discounts at Historic Levels Did you know private school discounts are at an all-time high? Tuition and fees are 44.2% for all undergraduates and 49.1% for first-time, full-time freshman. But does that weigh in favor of the … [Read more...]

Federal Student Loan Interest Rates were Announced, and They’re Rising

It’s June! Summer is here!  A warm congratulations to our graduating seniors.  You did it! If you have soon-to-be college freshmen, this summer will be a critical time to create your detailed college funding plan for the next four years. For many families, this will include some loans. Federal student loan interest rates are rising for the … [Read more...]

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