Category: College Planning
Student Loan Debt Relief
Eligibility for Debt Relief Current and former students are eligible for loan cancellation, provided their loan was obtained before July 1, 2022. The debt relief …
What Education and College Costs can be covered from a qualified state college savings plan?
We’re sharing an article originally posted on the Ohio College Savings Program’s website about eligible and ineligible college 529 plan expenses. All parents have big …
Too Much College Savings?!
By Joel Musser, CFP So, you followed the advice of your Financial Planner and have been putting away $200 per month for your child’s college …
College or Retirement: How to Balance Two Important Savings Goals
It’s a dilemma that every parent faces at some point during the wealth management process. You know retirement is a major goal, and you recognize …
FAFSA Application Season Starts October 1st
The FAFSA application season will officially start on October 1st. FAFSA, or Free Application for Federal Student Aid, is the common financial aid application form. …
Nine Mistakes That Can Cost You Financial Aid
As most parents know, college is expensive. Often, financial aid can help minimize a family’s total cost to attend the school of their dreams. However, …
The Coronavirus and 529 College Savings Plans
With most colleges and universities closing dormitories and cafeterias and sending kids home for the remainder of the school year, many are now sending refunds …
College Planning for High Net Worth Families – Responsibilities
College planning is a complex process. It can be challenging, time-consuming, and extremely expensive. Understanding all of the strategies and determining which ones apply to …
College Planning for High Net Worth Families – College Selection
College planning is a complex process. It can be challenging, time-consuming, and extremely expensive. Understanding all of the strategies and determining which ones apply to …
College Planning for High Net Worth Families (Pt 2) – Financial Aid College Planning for High Net Worth Families
College planning is a complex process. Understanding all of the strategies and determining which ones apply to your family’s situation can be quite confusing. The …
