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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. 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
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
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
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.
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
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
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
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
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. mark for My Articles similar articles
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
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.
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
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
The Motley Fool
August 16, 2006
Dan Caplinger
Prioritizing Your Savings Should you save for retirement or for education for your kids? 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
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
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.
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
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
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
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, 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
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. 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
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. mark for My Articles similar articles
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. 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 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
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
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
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. 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
BusinessWeek
March 19, 2007
Lynn O'Shaughnessy
Scholarships: Not Just For The Needy Why schools are giving more scholarship money to affluent kids. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. 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
The Motley Fool
January 22, 2004
Selena Maranjian
Saving for College College costs can be managed with proper planning. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. 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
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. 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
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
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. 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
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. mark for My Articles similar articles