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Investment Advisor
January 2010
Tere D'Amato
Expert's Corner: Acing Financial Aid Planning With portfolios still poorer, how can you advise clients with college aid needs? mark for My Articles similar articles
The Motley Fool
January 7, 2004
Robert Brokamp
Get the Most Financial Aid Before you or your child head off to college, position your finances for maximum aid eligibility. mark for My Articles similar articles
The Motley Fool
February 2, 2011
Dayana Yochim
7 Signs of a Student Aid Scam With deadlines for applying for aid approaching, 'tis the season for student aid scams. mark for My Articles similar articles
The Motley Fool
October 13, 2006
The ABCs of the FAFSA If college payments are in your near future, it's time to learn about the Free Application for Federal Student Aid. mark for My Articles similar articles
The Motley Fool
April 27, 2011
Dayana Yochim
4 Things Missing From Your Financial Aid Offer There's a lot of money hiding between the lines of those college aid letters. mark for My Articles similar articles
The Motley Fool
February 13, 2007
Dan Caplinger
Get Ready, Get Set for Financial Aid: Part 2 A peek into how schools determine your financial aid package. mark for My Articles similar articles
Registered Rep.
May 25, 2011
Lynn O'Shaughnessy
College Aid Checklist for Grandparents Seven tips that will allow grandparents to safely contribute to their grandkids' college education. mark for My Articles similar articles
Registered Rep.
January 21, 2005
Anne Field
Time Running Out to Apply for College Financial Aid Many parents of college-age children are scrambling to complete their financial aid applications. Financial advisors suggest that clients should apply even it they don't, at first glance, seem to be eligible for aid. mark for My Articles similar articles
Registered Rep.
October 21, 2015
Lynn O'Shaughnessy
An Important Change in Financial Aid What President Obama did by signing an executive order in September to make two seemingly simple changes to the FAFSA process can potentially reap huge benefits to your families with college applicants. mark for My Articles similar articles
The Motley Fool
January 24, 2007
Mary Dalrymple
College Financial Aid 102 Understand how colleges view your assets when computing financial aid. mark for My Articles similar articles
Registered Rep.
April 27, 2015
Lynn O'Shaughnessy
College Savings Don't Hurt Chances For Financial Aid Clients will be in a far better position and enjoy more college options if they've saved for their child's college education. Here's why. mark for My Articles similar articles
Registered Rep.
April 16, 2012
Lynn O'Shaughnessy
Deciphering a Financial Aid Award Families need to focus on deciphering financial aid letters or they could end up spending tens of thousands of dollars too much for a bachelor's degree. Unfortunately, financial aid awards are often confusing. mark for My Articles similar articles
Entrepreneur
April 2010
Rosalind Resnick
Paying for the Old College Try Advice for small-business owners on how to finance your kids' college educations. mark for My Articles similar articles
Financial Planning
August 1, 2011
David Juliano
Financial Aid Pie: Getting a Big Slice Although billions of dollars in financial aid and scholarships are available, applying and qualifying remains a daunting task. Financial advisors can assist clients through it. mark for My Articles similar articles
The Motley Fool
April 21, 2004
Robert Brokamp
Negotiate Your Financial Aid If you or someone you brought into the world will be going to college next year, you're probably awaiting that envelope from the future alma mater. Don't assume your aid package is the final offer. mark for My Articles similar articles
The Motley Fool
February 13, 2007
Dan Caplinger
Get Ready, Get Set for Financial Aid: Part 1 A students' guide on getting help with school expenses. mark for My Articles similar articles
Financial Planning
August 1, 2009
Donald Jay Korn
College Panic Many of your clients with teenage children may be feeling the college panic about now. They are looking at diminished net worths and an uncertain job market and economy mark for My Articles similar articles
Financial Advisor
September 2005
Marla Brill
The Tuition Test A wrong decision on paying for college can cost you in taxes or lost aid. mark for My Articles similar articles
Registered Rep.
June 18, 2015
Lynn O'Shaughnessy
How to Handle Overblown College Fears It's only natural that your clients dread the approach of this milestone, but as they prepare for it, you can help minimize their stress level. mark for My Articles similar articles
Financial Planning
March 1, 2007
Donald Jay Korn
Child's Play Changes in the kiddie tax may make custodial accounts less attractive to parents planning for college expenses, but there are other investment options. mark for My Articles similar articles
Registered Rep.
August 1, 2004
Kevin McKinley
Battling for College Savings The key to helping clients meet their higher education expenses lies in getting them to take definitive action in the years preceding enrollment. mark for My Articles similar articles
Financial Advisor
January 2012
Jerilyn Klein Bier
College Crunch Advisors should start asking clients where their kids may want to attend college when the kids are high school freshmen or even in middle school, says Mazareas. There's a lot to talk about. mark for My Articles similar articles
Registered Rep.
March 19, 2012
Lynn O'Shaughnessy
The Risks of Independence When parents realize that they haven't saved nearly enough money for college, some of them start wondering how their college-bound teenagers could qualify as independent students. mark for My Articles similar articles
Financial Planning
January 1, 2009
Deborah Fox
Coming Up Short The current economic environment is putting considerable pressure on families. But if parents and their financial advisors take a proactive approach to college planning, parents and students can avoid reliance on credit markets. mark for My Articles similar articles
The Motley Fool
October 6, 2004
Planning for College Pays Off Don't worry. With a smart plan, you can pay for Junior's education. mark for My Articles similar articles
Registered Rep.
August 25, 2014
Lynn O'Shaughnessy
The Most Attractive Student Loans Since many families will need help to cover some of their costs, it's important that advisors be equipped with the basics about borrowing for college. Here are some critical things that you need to know about student loans. mark for My Articles similar articles
Registered Rep.
February 26, 2014
Lynn O'Shaughnessy
Cracking the FAFSA Code Here are 10 mistakes your clients should avoid, according to the Filing the FAFSA guide. mark for My Articles similar articles
Financial Planning
December 1, 2012
Donald Jay Korn
Paying it Forward: Funding 529 Plans for Grandchildren Funding a 529 plan for a grandchild can offer estate-tax benefits for wealthy clients - plus feel-good rewards. mark for My Articles similar articles
Registered Rep.
September 16, 2013
Lynn O'Shaughnessy
The Real Costs of College A net price calculator allows clients to look beyond sticker prices to focus on the only price that matters to a mom and dad: the price they'll pay for their child to attend college. mark for My Articles similar articles
Registered Rep.
May 11, 2015
Greg Taggart
Ways to Minimize the Risk of Student Loans Unwary students and their parents continue to pile the debt on in pursuit of what can be a valuable college degree. All too often, the result is a Phi Beta Kappa key to the poor house. mark for My Articles similar articles
Financial Advisor
July 2010
Dalton & Dalton
The College Game Affluent families who want to fund college expenses without ruining retirement can take steps that may position them for financial aid. mark for My Articles similar articles
Registered Rep.
February 28, 2012
Lynn O'Shaughnessy
Ten Facts About College Freshmen College news that tell us what college freshman think and that Antioch College offers free tuition. For applicants, the FAFSA will be easier to complete this year. mark for My Articles similar articles
Financial Advisor
July 2006
Raymond Fazzi
A Full-Fledged Specialty Education planning emerges as a new niche financial advisors as more clients need help with complex issues. mark for My Articles similar articles
Registered Rep.
September 1, 2004
Kevin McKinley
Running Through the Ribbon The following strategies will ensure financial advisors' clients have enough money to get Junior to the end of his senior year of college. mark for My Articles similar articles
Financial Planning
December 1, 2005
Deborah Fox
Back to School Affluent parents with older children are running out of time to save for college. Financial advisers need to craft creative strategies to help these clients reduce education expenses. mark for My Articles similar articles
The Motley Fool
April 27, 2007
Selena Maranjian
Saving and Planning for College Here are some tips to help you plan how to pay for a college education. mark for My Articles similar articles
The Motley Fool
September 22, 2010
Selena Maranjian
7 Ways to Cut the Cost of College Why pay hundreds or thousands when you could be saving that money instead? mark for My Articles similar articles
Financial Planning
June 1, 2010
Donald Jay Korn
College Loans Say Uncle The new law excluding banks from making federal education loans should be a PLUS for borrowers who can now turn to the Bank of Uncle Sam. mark for My Articles similar articles
Registered Rep.
June 18, 2012
Lynn O'Shaughnessy
How College Rankings Influence Scholarship Awards For your affluent clients, it's the schools that don't possess the marquee names that will be eager to award their children scholarships. The author's book, The College Solution: A Guide to Everyone Looking for the Right School at the Right Price explains more. mark for My Articles similar articles
Financial Planning
August 1, 2010
Donald Jay Korn
Borrowing Trouble When conversations about college affordability take place, planners may be able to introduce some realities into the discussion. mark for My Articles similar articles
Registered Rep.
October 3, 2011
Lynn O'Shaughnessy
What College Costs Thanks to a new federally mandated cost calculator, parents can learn far in advance what a particular college will cost them, which should lead to better informed decisions. mark for My Articles similar articles
Registered Rep.
June 1, 2012
Lynn O'Shaughnessy
Seven Ways to Borrow for College Look for borrower protection, consider credit unions and apply for multiple loans. mark for My Articles similar articles
Registered Rep.
January 23, 2015
Lynn O'Shaughnessy
Five Secrets Colleges Are Keeping From You While universities may lure students with fancy brochures, luxury housing and scenic architecture, the reality is that colleges are high-stakes businesses preoccupied with enhancing their own prestige. mark for My Articles similar articles
Financial Advisor
February 2011
Joel P. Bruckenstein
Head Of The Class A number of advisors have attracted significant new wealth management assets by positioning themselves as college planning experts. mark for My Articles similar articles
Registered Rep.
November 21, 2011
Liz O'Shaughnessy
Negotiating through the Maze of College Costs One of the biggest mistakes that families with college-bound teenagers make is looking in the wrong places for college cash. mark for My Articles similar articles
The Motley Fool
January 24, 2011
Angela Galper
Road to Investing: Yikes! You've Been Accepted to What College? Congrats -- your kid has been accepted to college. Now how do you plan on paying for it? mark for My Articles similar articles
Investment Advisor
August 2007
Kara P. Stapleton
Tassel Hassle A hot-button issue this time of year that brings clients to advisors is funding their child's college education. Here's what advisors can do to help. mark for My Articles similar articles
The Motley Fool
January 20, 2006
Selena Maranjian
Financial Aid to Be Slashed If you're a college student, a prospective college student, or the parent of some such person, take note: Congress is looking to pass the largest cut in student financial aid in American history. But college can still be affordable -- if you plan ahead now. mark for My Articles similar articles
Financial Planning
June 1, 2011
Katie Kuehner-Hebert
Hard Lessons Many parents may have made the right personal choice by having children later in life, but they'll likely find their retirement and their kids' college years are on a financial collision course. For those parents and their planners, that could spell trouble. mark for My Articles similar articles
Registered Rep.
June 1, 2008
Kevin McKinley
Student Loans At A Trickle Dozens of education loan providers have either scaled back their lending operations, or announced a departure from the business altogether. mark for My Articles similar articles