Back to school is right around the corner, and many families are planning college visits for Labor Day weekend now that college planning is top-of-mind for Juniors and Seniors. And while many questions will occur to you about dorms, dining halls, academics, and student life, we wanted to share some... read more →
Aug
19
Aug
16
With college being one of the most rapidly-increasing expenses in modern America, it can be daunting to look at the financial planning needed. Even affluent families have plenty of preparation to do before their kids go off to college. The pressures may be less acute, but you'll still need to... read more →
Aug
09
In 2024, there is $1.75 trillion in loan debt spread across 42.8 million borrowers. Scary stuff! Why has this happened? The increase in tuition is directly related to the free-flowing market of student loans. If I were in the lending business, I would love to have a loan on the... read more →
Jul
10
For many families, paying for college is a cash flow problem. The reality is that parents will be receiving a $25,000 to $90,000 bill (you read that right, $90,000) they've never dealt with before every six months for the next four years! Hopefully, scholarships will help pay for a good... read more →
Jun
11
Every year, students work very hard to apply for and receive scholarships from private sources like rotary, civic, and religious groups, to name a few. These private scholarships are outside the aid students might be receiving from the colleges themselves. Parents sometimes assume the awards are in addition to the... read more →
Jun
06
In the world of college finances, terms get thrown around a lot, and those of us who work with them every day often take for granted everyone will know what they mean. However, as you may well know, parents who are just getting their feet wet in the college jargon... read more →
May
03
529 plans are a great way to take advantage of potential tax savings and grow your investment in a simple and flexible way. But did you know about these secrets that you can take advantage of? 1. You can choose to "superfund" a 529 plan. If you have a wealthy... read more →
May
03
In America today, only 78% of families with children are saving for college, and only 48% of those surveyed are saving and using a 529 plan to do it! The truth is that 529 plans can be an excellent tool to save for college, and they can help parents not... read more →