In our previous blog, you learned what FAFSA stands for, what it is used for, and about some filing tips you should be aware of. A lot of your questions may remain unanswered though: Should we save in our student’s name or in a parent’s name? How can grandma & grandpa... read more →
Jun
09
Jun
02
Since this piece was written in June 2015, the FAFSA filing deadlines have changed. Please refer to our more recent blog by clicking here for the latest information. If you are the parent of a college-bound student, FAFSA will become a necessary acronym to know during your college search and... read more →
Feb
18
Many families recognize the value of 529 savings plans. 529 plans provide an easy way to put aside money for college that will earn interest tax-free (when used for qualified college expenses). Plus by setting up direct deposits, parents can create a deposit schedule for their plan and pretty much... read more →
Dec
06
After a week off for Thanksgiving, welcome back for the fourth video post in our 5-part series, originally produced in conjunction with the Ohio Society of Certified Public Accountants (OSCPA). Hosted by the their Communications Director, Gary Hunt, the discussion continues with two local college planning experts in an interview style... read more →
Nov
22
Welcome to the third video post in our 5-part series, originally produced in conjunction with the Ohio Society of Certified Public Accountants (OSCPA). Hosted by the their Communications Director, Gary Hunt, the discussion continues with two local college planning experts in an interview style format. Joe Messinger, CFP® (co-founder here at... read more →
Nov
14
Welcome to the second video post in our 5-part series, originally produced in conjunction with the Ohio Society of Certified Public Accountants (OSCPA). Hosted by the their Communications Director, Gary Hunt, the discussion continues with two local college planning experts in an interview style format. Joe Messinger, CFP® (co-founder here at... read more →
Nov
05
Today's post is the first in a 5-part video series that we will be featuring on our blog over the next few weeks. The video series was recently produced as a continuing education program for the Ohio Society of Certified Public Accounts (OSCPA). Hosted by the OSCPA Communications Director, Gary... read more →
Oct
22
By now, we’ve all seen this storyline unfold before – a recent college grad is buried in six figures of student loans, has no foreseeable job prospects, and has been forced to move back in with Mom and Dad. More and more, college-educated adults are returning to the nest, putting... read more →
Jun
24
If you are part of what is considered to be Generation X (like me), you likely know that you have 20 or 30 years until your so-called retirement at age 65 — or at least that’s what the government and most pension plans peg as a “normal” age of retirement.... read more →
May
23
At some point in your life, you may have to ask some financial planning questions that you would rather avoid. Here are answers to 10 financial planning questions that many people are too afraid to ask. Drumroll please... 1. How do I plan for an unexpected job loss? To lessen... read more →