Asset Retention: Advisors Should Start Courting their Client’s Kids
November 23, 2019
The financial service industry is facing two major hurdles in the next decade. The first is the wealth transfer of 30 trillion dollars from Boomers
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10 Tips for Paying for College and Avoiding Excessive Debt
November 23, 2019
Every year, while in college, students make college student loan decisions that will affect their financial future. They are part of the 21 million people
FAFSA: How to Handle Financial Changes
October 26, 2019
How do families handle FAFSA changes if their financial situation is different? Life is constantly changing and current financial circumstances may be different than the
Using A College Financial Planner
October 26, 2019
With the increased cost and complexity of the college-funding decision, more families are hiring a financial advisor to help with college planning. Getting advice for
Student Loan Repayment Benefit For Non-Profits
October 26, 2019
As student debt continues to increase, more employers are beginning to include a student loan repayment plan as an employee wellness benefit. According to a
Recertifying Your Student Loan Repayment – An Annual Requirement
October 25, 2019
For many student loan borrowers, the next few months are the peak time to recertify your student repayment. This affects any person who is using
FAFSA Changes
September 27, 2019
Students and Parents will be completing the FAFSA 2020-2021 form and the application will be available on October 1, 2019. Families will be using the
EFC Calculator – Learn how to use an EFC Calculator
September 27, 2019
Why should a family learn how to use an Expected Family Contribution or EFC Calculator? Beginning October 1st, the FAFSA form or Free Application for
Paying For College
College Students setting New Year Resolutions
As we start 2020, many of us form new resolutions hoping to improve ourselves and our lives. Most of these resolutions focus on improving an
January 6, 2020
Paying For College
Year End College Funding and Student Loan Planning Tips
We are approaching the end of 2019 and it is a time when many people set goals for the New Year. It is a busy
December 14, 2019
Paying For College
5 Reasons College Planning Software Can Save Time & Money
Trying to develop a college list and evaluate the net cost of each institution can be both time consuming and frustrating. Typically, families will need
December 14, 2019
Paying For College
Navigating Financial Aid & Student Debt in Divorce
I was asked the other day, “Is there really a student debt crisis, or is it a small number of recent grads complaining about their
December 9, 2019
Paying For College
Does the average college student understand their student loan debt?
I recently saw an interesting T-shirt that stated “Best 5 Years of My Life”. On the other side of the shirt was the name of
November 23, 2019
Student Loan Assistance Benefit
Employee Financial Wellness Should Include Student Loan Assistance
As student debt continues to increase, more employers are beginning to include student loan assistance as a financial wellness benefit in the workplace. Current solutions
November 23, 2019
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