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MENUMENU
  • Our Story
  • What We Do
    • Our Process
    • Services & Pricing
  • Resources
    • Blog
    • eBooks
    • Videos
    • Events
    • Advisor Resources
  • Contact
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About Joe Messinger, CFP®

Joe is a leading authority on late-stage college funding. He frequently speaks to organizations and parent groups such as BMI Credit Union, Westerville City Schools, At the Core, CollegeWire, and I Know I Can, among others. He is also a highly regarded thought leader in the financial planning community. He is frequently asked to speak at industry conferences about his College Pre-Approval™ process providing Continued Education for CPA’s and CFP® through through the FPA, XYPN, and OSCPA and has been published in the Journal for Financial Planning.

Having the College Money Talk with Your Child

We hear these stories every day. Mom, Dad, and high school junior visit a college. Junior is thrilled with the school--loves everything about it. Mom and Dad discover too late... read more →
  • February 26, 2021
  • Joe Messinger, CFP®
  • College Planning

A Dollar Saved for College Beats a Dollar Borrowed for College

Most parents have a goal of avoiding student loans for their college-bound children. However, what they don't realize is that saving money in advance in a 529 Plan can help... read more →
  • February 19, 2021
  • Joe Messinger, CFP®
  • College Planning

How to Pay for College with Loans – Being a Smart Borrower

Families often wonder how to pay for college with loans. It's tough to know how to make smart decisions that will positively impact both your future and your child's. According... read more →
  • February 12, 2021
  • Joe Messinger, CFP®
  • College Planning

Choosing a College: 3 Key Affordability Questions to Ask

The United States is home to approximately 5,300 colleges and universities. Having that many schools to choose from can be both a blessing and a curse. Yes, every student can... read more →
  • January 29, 2021
  • Joe Messinger, CFP®
  • College Planning

Searching for the Unicorn University: The Perfect College for Your Child

Did you know no actual mythological stories exist about the unicorn?  “The truth is, unlike almost every single other mythical creature, the unicorn does not appear anywhere in any culture's... read more →
  • January 22, 2021
  • Joe Messinger, CFP®
  • College Planning

Don’t Let the College Dream Become a College Nightmare

Originally published April 2017.  Updated on January 2021.  We see it often at this time of year. Juniors are starting to consider where they want to apply in the coming... read more →
  • January 15, 2021
  • Joe Messinger, CFP®
  • College

New FAFSA Changes

We welcome Matt Carpenter, from College Aid Pro™, who has shared this feature video with us to discuss the new changes to the FAFSA. There are pros and cons to... read more →
  • January 8, 2021
  • Joe Messinger, CFP®
  • College Planning

Making a List of Colleges: Are You Ready for the Tough Questions

Beth Probst, Founder and CEO of At The Core, has generously agreed to share a guest post with us. She has some thoughts to share about college selection and how... read more →
  • December 11, 2020
  • Joe Messinger, CFP®
  • College Planning

How to get more money in your 529 college savings plan

2020 may have been challenging, but if it's done anything - it has helped us all to clarify our goals and values. One value for many families is education. Unfortunately,... read more →
  • November 27, 2020
  • Joe Messinger, CFP®
  • College Planning

3 Tips for Investing Wisely in a 529 Plan

Fans of ESPN’s College Game Day know the familiar “not so fast, my friend” from Lee Corso. Sometimes we come across articles that cause us to say those very words.... read more →
  • November 13, 2020
  • Joe Messinger, CFP®
  • College, Investing
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