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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 how much it would cost to send him to college. “I was literally blown away,” she says, by the $250,000 estimate. She was sure there…

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 vacation. Rising seniors, you are now a mere month away from college application time and 3 months away from financial aid application time. The…

Never Pay Retail for College

An excerpt from Never Pay Retail for College by Beth Walker. If what you thought you knew about college turned out not to be true, when would you want to know? As soon as possible? In time to do something about it? I’m so glad you’ve found this book. In these pages, I will share with…

April 2017 Newsletter

April 2017 Newsletter: Effective Financial Appeals, Weighing Costs & College Choice

April 2017 Newsletter Should You Appeal Your Aid Offer? 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. Parents and students sometimes ask: Can I appeal my financial award? Yes, this option exists, there is a process in…

Financial Aid Appeal Letter

5 Tips for an Effective Financial Aid Appeal

Is the award letter from your favorite college not what you’d hoped?  Enough to wonder if it’s even possible without taking on an enormous loan? Don’t panic!  You DO have the power to up the amount by thousands by opting for a financial aid appeal. At this point, you’ve tallied the net amounts for your top…

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 give you until…