College Planning

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Do You Know How to Design a College Funding Plan?

Hi Friend, Happy May! The 1st of May was an important deadline for most students to select which college they’ll attend. Congratulations to those students who’ve taken this transformational step by choosing a college!  Are you a student who has been offered a place on the waitlist at your top school? The good news is…

How to Design a College Funding Plan 

By designing a college funding plan, you can save money on your child’s education. If you earn a higher income, or if you have significant assets, that doesn’t mean you’ll have to pay a costly amount for a college education. It’s not too late to formulate a plan, even if your students are juniors, seniors,…

Finding the Right School for the Right Price & Financial Aid Appeals

Hi Friend, 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. If your student’s best-fit college did not award them as much financial aid as you had expected or hoped for, it’s often worth a shot…

Guest Podcast: How Smart Parents Find the Right School for the Right Price

Guest blogger, Lisa Marker-Robbins, is the founder of Flourish Coaching. “Be smarter about slaying the college planning dragon!” is financial planner, Beth Walker’s advice to smart parents who want to preserve their wealth, limit college debt, or both. She joins the podcast to speak about the critical components required to begin college planning to help your student get…

Maximizing Merit Aid

Hi Friend, March is here! We are all anticipating the arrival of spring and the longer days of sunshine. Along with dreaming of warmer weather, high school seniors are also anxiously waiting for their college acceptances and financial aid award letters. Few students pay the published tuition price at private colleges. Many private colleges provide…

What Exactly is Merit Aid, and are you Eligible?

You may have heard of merit aid, or merit scholarships. Maybe you heard that it helps pay for college, but do you know how it works or how to get it? Here is what you need to know about merit aid as your student prepares for college applications. Colleges grant merit aid scholarships to students…