
Mastering the College Admissions Process
Understanding nuances of early action and early decision, exploring merit-based aid, and utilizing 529 plans and loans effectively can impact you and your stressed college-bound teen's journey.
Teaching Kids Financial Responsibility: Summer Jobs and Roth IRAs
You can open a Roth IRA for your child to evolve their financial knowledge while helping invest for retirement, a first house and/or qualified educational expenses.
Empower New Graduates with Gifts of Independence
While cash or gift cards are always appreciated, consider something with lasting value that can help launch college and high school graduates towards financial independence.
Financial Aid Changes To Impact This Fall’s College Applications.
Congress has created the “FAFSA Simplification Act”, which makes the upcoming 2024-2025 college admissions process a complicated mess.
Secure Act 2: Electric Boogaloo?
Sequels aren’t always a good thing, yet Congress has brought Secure Act 2 - reviewing the good, bad, and breakin’ star.
Never ask, “Where do you want to go to college?”
Take control, don’t be another victim to make your teen happy… spending won’t make them happy.
Enjoy Every Sandwicher Moment.
This month celebrates those caring for their young children and aging parents simultaneously - Sandwichers.
Your Teen Working This Summer? Fund Their Roth IRA.
Roth IRA for Kids can save for retirement, qualified educational expenses and introduce personal investing.
Your HS Junior know EFC, NPC or Merit? They should.
College Planning is more than 529s and student loans, focus on how to take less of each.
Would’ve, Could’ve, Should’ve… But Did You?
Instead of talk of the future, act on the constants - change and time.
Proactive Planning and Health Remain Critical
Putting off your health or planning over fear isn’t the “new normal”.
Ch-Ch-Changes - Turn And Face The Strange
CARES Act legislation impacting 2020 tax laws, provisions and deadlines.