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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 professional to confirm whether any of these tips apply to your tax situation. College Tax Breaks Are you making the…

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 101 What is merit aid? If you want to get the most out of merit scholarships, what do colleges look for?…

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 you through creating your plan. Plus, we file your financial aid applications! Get Prepped for the FAFSA & CSS Profile Applications Seniors applying…

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 expenses, and income limitations. These are part of the 5 most-asked questions we get from parents with a 529 plan. Why should your kid…

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…

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…