Category: College Planning

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 …

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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. …

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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, …

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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 …

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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 …

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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 …

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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 …

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College Planning for High Net Worth Families (Pt 1)

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 …

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How to Pay for College: Our Best Strategies

College planning is a complex process. It can be challenging, time-consuming, and extremely expensive. According to the CollegeBoard Advocacy & Policy Center the average cost …

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