Going Back to School as an Adult
Our experts discuss a case study of a professional who is interested in returning to school to pursue a degree to advance her career.
College Costs for 2015/2016 and New FAFSA Timeline for 2017/2018
No surprise, college costs have increased for the 2015/2016 academic year. Read all about it in this week’s Financial Tip.
Understanding How Your Assets Affect Financial Aid Eligibility
Financial planning for the FAFSA can be tricky, as not all assets are treated the same in the financial aid calculation. We explain in today’s Marietta Daily Journal. Read the Article
Knowing How Your Assets Affect Student Aid Eligibility
Our experts discuss a case study of a family who will be sending their son to college in the fall and will need to apply for financial aid.
Frequently Asked Questions on Opening a 529 Plan Account
529 Plans are known for their flexibility for college savings. We answer some frequently asked questions in this week’s Financial Tip.
Tax Advantages When Paying for a Higher Education
Our experts discuss a case study of a family looking to make the most out of their 529 Plan assets and the available tax breaks for higher education.
Three College Savings Strategies with Tax Advantages
Saving for college? Consider tax-advantaged strategies to get the most from your savings. We explain in this week’s Tax Tip.
Do Your Homework: College Savings Plans
Bil Lako, CFP®, helps with your homework on saving for higher education costs in today’s Marietta Daily Journal. Read the Article
College Expenses—Where to Begin Before Saving
Our experts focus on a family that wants to begin saving for college for their children. We discuss the decisions that need to be considered before they start saving.
How Does Your 529 Plan Stack Up Against the Competition?
Unhappy with your current 529 Plan? Consider a “same beneficiary rollover” to a new plan. Learn your options in this week’s Financial Tip.