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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.   |
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. |
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. |
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. |
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. |
The Motley Fool
January 24, 2007
Mary Dalrymple |
College Financial Aid 101 Apply for your financial aid now if your budding scholar will be headed to college this fall. |
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. |
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. |
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. |
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? |
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. |
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. |
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. |
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 |
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. |
T.H.E. Journal
November 2, 2009
David Nagel |
Are Schools Preparing Students for 21st Century Learning? While more than half of America's school principal's say they are doing a good job preparing students for the 21st century, only a third of parents of middle school and high school students agree. |
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. |
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. |
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. |
Investment Advisor
August 2010
Marlene Y. Satter |
A Retirement Plan Solution Brian Pon of Financial Connections Group, Inc., in Corte Madera, California, has a suggestion particularly for parents who will be around 59 years old while their children are in college. |
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. |
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. |
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. |
Entrepreneur
April 2010
Rosalind Resnick |
Paying for the Old College Try Advice for small-business owners on how to finance your kids' college educations. |
Registered Rep.
August 20, 2012
Lynn O'Shaughnessy |
When Dream Schools Become a Nightmare Many parents will go to great lengths to send to their children to their dream schools, but it's not always the best financial decision. |
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. |
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. |
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. |
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. |
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. |
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? |
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. |
Financial Advisor
September 2005
Marla Brill |
The Tuition Test A wrong decision on paying for college can cost you in taxes or lost aid. |
Registered Rep.
April 10, 2012
Kevin McKinley |
Helping Clients Cut Off the Kids If you have clients stretched between supporting their older youngsters and saving for retirement, you can delicately help the parents nudge, shove, and kick the offspring out of the proverbial nest. |
Bank Systems & Technology
July 15, 2009
Katherine Burger |
PNC Bank Introduces Virtual Wallet Student Based on year-old Virtual Wallet offering, tool is designed to empower students to better manage their money. |
T.H.E. Journal
March 17, 2010
David Nagel |
Snapshot: Students Want Online Learning High school students seem to be overwhelmingly in favor of online instruction as a component of their educations. |
Registered Rep.
December 17, 2012
Lynn O'Shaughnessy |
College Admissions Fever The college admissions process can drive teens and their parents crazy this time of year. Here are some statistics to get clients of college-bound kids to simmer down. |
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. |
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. |
The Motley Fool
October 13, 2010
Dan Caplinger |
Don't Make These 4 Money Mistakes Parents are making some wrong moves with their money. When it comes to saving for their children's college education, a lot of parents are making mistakes that are keeping their money from working as hard as it could for them. |
Registered Rep.
February 25, 2015
Kevin McKinley |
The Costs and Effects of High Tuition Advisors can diplomatically help clients and their children get the degree the kids need at a cost the family is willing and able to pay. |
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. |
Financial Advisor
January 2011
Jerilyn Klein Bier |
The College Shopping Maze Saving for college often isn't enough anymore; advisors help parents go school shopping. |
Financial Advisor
January 2007
Marla Brill |
The College Savings Chasm The gap between college savings and costs is big, and it's likely to get bigger. Here is some advice on how financial planners can help. |
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. |
Registered Rep.
May 20, 2013
Lynn O'Shaughnessy |
Unlocking College Data What good are the loads of data about colleges, if families can't access it? Here are four websites that are opening the vault. |
Investment Advisor
August 2010
Marlene Y. Satter |
Spend Wisely and Lower Your Expectations Parents are starting to consider such economy measures when it comes to college planning for their children. |
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. |
BusinessWeek
July 2, 2009 |
The Essentials Here are the key legal documents you will need -- aside from a will, of course -- to assist parents in a medical or financial emergency and handle their estate at death |
Registered Rep.
February 23, 2015
Lynn O'Shaughnessy |
Helping Parents Deal with College Stress The number of parents who express concern about getting their kids into college is almost as many as those who worry about paying the tab. |
