Case Study: How the Jones Family Boosted Their Financial Aid Package with Three Simple Strategies
Discover how strategic college planning helped the Jones family secure $15,000 in additional financial aid for college. Learn key strategies like early FAFSA filing, professional judgment appeals, and asset repositioning to optimize your family's financial future.
Should You Consider Private Loans? A Practical Guide for Families
Learn when private loans make sense for college funding, their pros and cons, and smart tips for borrowing responsibly.
Top 3 Financial Aid Mistakes Families Make—and How to Avoid Them
Discover the top 3 financial aid mistakes families make and how to avoid them. Maximize your FAFSA results with these practical tips!
FAFSA Priority Deadlines: Why Timing Could Save Your Family Thousands
Learn how FAFSA priority deadlines impact your financial aid eligibility. Get actionable tips and resources to file early and maximize your aid
How to Conduct a Financial Check-Up Before Tax Season
Prepare for tax season with a financial check-up! Learn how to maximize tax deductions, optimize savings, and plan for college and retirement.
529 Plans vs. Retirement Accounts: Which Should You Tap for College Expenses?
Should you use a 529 plan or tap into retirement accounts to pay for college? Learn the pros and cons of each strategy and make a smart choice for your family’s future.
5 Myths About Saving for Both College and Retirement
Debunk common myths about saving for college and retirement in this insightful guide. Learn how to balance both goals with strategic planning, maximize flexibility with 529 plans, and prioritize your financial future without unnecessary stress.
8 Legal Documents Parents and College Students Should Sign
Preparing your college-bound child for college involves more than thinking through college financial planning. Learn about FERPA waivers, HIPAA forms, powers of attorney, and more to ensure peace of mind during emergencies. Get tips for securing their belongings and managing healthcare needs before they head off to college.
Retirement vs. Funding Your Children's College Education
Learn how to balance retirement planning with the rising costs of your child’s college education. Discover smart college planning strategies, including consulting a financial planner, involving your child in decisions, and prioritizing retirement savings while exploring funding alternatives.
Thinking About Paying Off Your Child's Student Loans? 5 Things to Consider
Thinking about helping your child with their student loans? This guide covers essential college planning tips to help you make informed decisions to support your child's financial future while balancing your own retirement goals.
College Financial Planning: It’s Never Too Late
Discover essential strategies for late-stage college financial planning in our latest blog. Learn how parents of teens and college-aged students can navigate tuition costs and explore ways to minimize student debt. It's never too late to plan—start now to ease the financial burden of college.
Navigating Financial Aid for Mid-Year College Admissions: A Comprehensive Guide
Struggling with mid-year college admissions? Our guide provides essential tips on managing your financial aid applications effectively.
Retirement Planning Amid Rising College Costs
Learn how to balance saving for your retirement while managing rising college costs. Discover strategies that help you prioritize both.
Financial Planning for Newlyweds: Merging College Debt and Savings
Navigate the complexities of merging finances as newlyweds with our guide on managing college debt and building savings together.
Smart Saving Strategies for the Holiday Season: Beyond the Lights
Discover smart saving strategies to enjoy the holiday season without breaking the bank. Learn how to balance festivities with your long-term financial goals.
Juggling Acts: Balancing Retirement Planning and Education Funding
Discover strategies to harmoniously adjust your retirement planning to include your children's education funding, ensuring financial stability and peace of mind.
Catch-Up Game: Smart Saving Strategies for Late Starters on College Funds
It's never too late to start saving for college. Discover effective strategies for late starters to quickly catch up and build a substantial college fund.
The Long Haul: Navigating the Ripple Effects of College Debt on Your Financial Future
Discover how college debt can affect your long-term financial health and learn strategies to manage and mitigate its impact effectively.
Balancing Student Loan Options and Repayment Strategies
Master your student loan choices and find the best repayment strategies to maintain financial stability.
Finding Your Financial Footing: Balancing Growth and Safety in College Investment Portfolios
Learn how to create a balanced investment portfolio for college savings that effectively manages risk while aiming for growth.