Critical Year-End College Planning
‘Tis the Season for College Planning
Happy Holidays! December is not only a wonderful month for connecting with family and friends but also the month for year-end financial aid planning.
With the new FAFSA two-year look-back, parents of Sophomores should have their financial aid plan solidified before 2018 starts (the income year that counts for their FAFSA). Check out our In College News article “10th Grade is Critical in Getting Money for College” to learn more about how this 2 years back rule works.
If you are a parent of a senior, check out “Financial Tips for High School Graduates” for great practical advice on how they should handle their money. Whether your student will be heading to college, joining the workforce, enlisting in the military, taking a gap year or are not quite sure where they are heading, they’ll definitely need to read this!
As the Holiday Season is upon us, we find ourselves reflecting on the past year and on those who have helped us shape our business. We value our relationship with you and look forward to working with you in the new year to come. We wish you a Happy Holiday Season and a New Year filled with Peace and Prosperity.
College Funding Workshops & Webinars
Most parents are not financially prepared to enter the most expensive time period of their lives: covering their child’s college education.
Our 60-minute in-person workshops and online webinars provide vital steps you can take right now to assure you understand the cost of attendance and how you can afford college without jeopardizing your retirement.
Financial Tips for High School Graduates
10th Grade is Critical in Getting Money for College
Ready for your own success story?
If you’re a typical parent with college-bound students, you’re probably overwhelmed. You want to help your sons and daughters make the right choices and prevent overpaying for their education. You’re not alone! We’re here to help. Schedule your free consultation today – click below to get started!
Catch our free, on-demand webinar:
How to Survive Paying for College
Join Beatrice Schultz, CFP® for our on-demand webinar, where she provides parents with the exact steps that often greatly lower the cost of college, even if there’s little time to prepare.