Key Takeaways Reporting assets under the wrong family member or including non-assessable accounts like retirement can artificially inflate your Student Aid Index (SAI) and reduce aid eligibility. Confusing FAFSA rules
Key Takeaways Application Types Matter: Primary home equity and retirement accounts are excluded from the FAFSA, but the CSS Profile counts primary home equity and evaluates broader financial details. Real
Last week, I had the honor of being featured in a MarketWatch article on the importance of finding a balance between saving for college and living a fruitful life with
Decision Day is less than a month away! Now that the focus has shifted away from “Where did they get in?”, families are so relieved to be done with the
Forget the tournament — the real “Madness” is college tuition. With some colleges charging over $100,000 per year, the “sticker shock” of tuition is REAL! But if you have a
How does your home equity affect your student’s financial aid? And what do the following words all have in common: tedious, cumbersome, difficult, time-consuming, and sometimes expensive? They are all words which can describe the “College Scholarship Service PROFILE” or CSS/Financial Aid PROFILE® offered by the CollegeBoard.org and your home equity plays a role. Not to worry, we have you covered.
Determining financial aid is based on a family’s “need.” Need is determined by looking at a family’s income and assets — and, in some financial aid applications, expenses like medical
You probably have a lot of questions about how the One Big Beautiful Bill Act will alter your financial planning future and the good news is, for Capstone Clients, roughly
The “Big, Beautiful Bill” (BBB) passed over the July 4th weekend, so I wanted to dive deep into this new legislation, and break down three key areas that will directly
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