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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. |
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. 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. |
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. |
The Motley Fool January 24, 2007 Mary Dalrymple |
College Financial Aid 102 Understand how colleges view your assets when computing financial aid. |
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. |
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 February 13, 2007 Dan Caplinger |
Get Ready, Get Set for Financial Aid: Part 1 A students' guide on getting help with school expenses. |
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. |
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. |
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? |
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. |
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. |
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. |
The Motley Fool August 16, 2006 Dan Caplinger |
Prioritizing Your Savings Should you save for retirement or for education for your kids? |
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. |
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. |
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. 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. |
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. |
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. 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. |
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. July 1, 2004 Kevin McKinley |
The Future of College Savings An action plan for managing college savings from the year of a child's birth to the midteen years. |
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. |
The Motley Fool June 13, 2005 |
Saving and Planning for College It's probably not too late to save for a college education. Here are some tips to help you plan for it. |
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. 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. |
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 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. |
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. |
The Motley Fool April 19, 2004 Robert Brokamp |
What Will College Really Cost? You've heard the scary statistics, but the final price tag may not be so bad. |
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. |
BusinessWeek March 19, 2007 Lynn O'Shaughnessy |
Scholarships: Not Just For The Needy Why schools are giving more scholarship money to affluent kids. |
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. |
The Motley Fool July 18, 2006 Dan Caplinger |
Get Your Kids to College: Custodial Accounts The custodial account works best in situations where relatively small amounts of money are involved, where the child is not certain about whether or not to obtain higher education, and where the child and parents are on the same wavelength about the responsible use of the money. |
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 Advisor January 2011 Jerilyn Klein Bier |
The College Shopping Maze Saving for college often isn't enough anymore; advisors help parents go school shopping. |
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. |
The Motley Fool January 22, 2004 Selena Maranjian |
Saving for College College costs can be managed with proper planning. |
The Motley Fool November 1, 2006 Selena Maranjian |
Financial Aid Fiascos Feeling financially unprepared for college is a big source of stress for many people. Don't get caught flat-footed when planning for college costs. |
The Motley Fool October 17, 2006 Mary Dalrymple |
Lake Wobegon College Many financial aid administrators say parents have a false sense of security that their child's chosen college will help them pay the costs of their child's education. |
Registered Rep. August 1, 2006 Kevin McKinley |
New School Strategies First, the Department of Education altered the financial-aid treatment of certain 529 plans. Then the IRS tweaked custodial accounts. Here's what financial advisors can do to redirect families saving for college. |
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. |
The Motley Fool February 20, 2007 Mary Dalrymple |
Save for State U., Too If you're not saving for college because you expect your child will attend an affordable, public school, you might want to rethink your plans a little bit. Public college doesn't necessarily mean a debt-free education. |
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. |
The Motley Fool August 28, 2007 Mary Dalrymple |
Yes, You Can Afford Private School Does the thought of writing a five-figure tuition check make you feel a little light-headed? It's not easy, but here's how some parents are doing it. |
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. 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. |