• FAFSA Time!

    How Americans Pay for College If you are a parent of a senior, October is that scary time of year, financial aid application time! Don't be frightened, we've got all the info you need to make the … Read More »

  • Are Private Colleges Worth It?

    Private Colleges & the Sibling Factor Are private colleges worth the hefty cost? It’s September and Back to School Time for Everyone! As a parent of a college bound student, … Read More »

  • Head of the Class: Chalkboard Picture

    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 … Read More »

  • Parents: It’s Time for YOU to Go Back to School!

    August 2017 Newsletter Parents: It's Time for YOU to Go Back to School! It’s August! Rising seniors are gearing up for their last year of high school and their parents … Read More »

  • Generation Z – Money & College

    July 2017 Newsletter Generation Z - Money & College Yeah! It’s finally summer. I hope you enjoyed time with family and friends over the 4th. But summer isn't just time to … Read More »

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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...]

February 2017 Newsletter: How Do Income and Assets Impact Aid?

February 2017 Newsletter College Prices Hit New Record Highs in 2016! It's already February! 2017 is a new year, with new rules for college financial aid application deadlines and awards. Many colleges' financial aid deadlines are earlier than previous years! If you have a High School senior, and you have not yet submitted the … [Read more...]

Financial Independence and the Busy Student

Financial independence.  It’s a tricky one.  Amidst deadlines and term papers, why worry?  Students should! Take some time to teach your student to navigate financial waters before they are on their own to avoid trouble with credit cards, overdraft fees and other tricky financial woes. Here are a few steps to take now, so you don’t have to … [Read more...]

January 2017 Newsletter: Financial Aid Crunch Time, WUE Scholarships & More

January 2017 Newsletter Time for FAFSA & CSS Profile! Happy New Year! If you have a High School senior, and you have not yet submitted the FAFSA and CSS Profile to all their colleges, do it now! Most private college deadlines are before February 15th and this year, some were as early as January 1st. Everyone should check … [Read more...]