As college gets closer for your child or your kids, even if you’re planning way ahead, it can suddenly complicate your finances and your personal financial goals. Here’s why it’s a critical time to consider hiring the right financial advisor, so you can develop the right plan for college, your retirement, savings, investing, and all your long-term financial goals.
Blog Posts
11 Things You Should Know About Federal Direct Loans
Thinking about using student loans to help pay for college? Federal Direct Loans are usually the best option due to their favorable terms and relatively low cost. Here’s what you need to know about how they work, interest rates, terms, payments and more.
7 Quick Tips for FAFSA Season
It’s October, and that means it’s FAFSA season. The Federal Application for Federal Student Aid (FAFSA) is available beginning October 1 of each year. Here are the 7 quick tips you need to know to make sure you don’t miss any deadlines and don’t miss out on any financial aid opportunities.
Student Aid Index: What Parents and Students Should Know
The Student Aid Index (SAI) is a number used by college financial aid administrators to measure families’ ability to pay for college. It’s part of the process of determining how much need-based financial aid your student is eligible to receive. SAI will be the new name for what was previously known as the Expected Family Contribution (EFC), and it will go into effect on July 1, 2023, along with many other changes to the FAFSA and college financial aid process. Learn more about SAI, how it works, and what’s changing in my quick overview article.
The 2025-26 FAFSA Delayed Rollout: What You Need to Know
The 2025-26 FAFSA is being delayed again this year, and most students won’t be able to submit their application until sometime between October 1 and December 1, 2024. Find out how the FAFSA is being released and handled this year, how parents and students should plan and prepare, and how to make sure you’re ready when the application is finally available to your student.
Inheritance and College Financial Aid Q&A
In this article, we’ll answer some of the most common questions about your inheritance, the FAFSA, and college financial aid. Find out if you need to report an inheritance on the FAFSA, how it can impact college financial aid, and how to keep your inherited assets from reducing your financial aid eligibility.