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.
college financial aid
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.
8 Inherited Assets and How They Impact College Financial Aid
When you receive an inheritance, the financial assets that you inherit can potentially have a hugely negative impact on college financial aid. In this article, we’ll take a look at the eight types of inherited assets, how they affect financial aid eligibility, and the smart strategies you can use to help you minimize any negative impact on college.
Questions to Ask Your Financial Advisor About College Planning
If your family has a financial advisor or you’re looking to hire one to help you with college, it’s crucial to make sure you ask the right questions and make sure you’re working with someone who has the right expertise in retirement, college, investing, and overall financial planning. Here’s what to ask and how to evaluate the answers.
Inheritance and College Financial Aid: What Beneficiaries Need to Know
An inheritance can be a financial windfall if you’re a beneficiary, and one of the most common ways that people use money that they’ve inherited is to help pay for college costs. However, if you’re not careful and don’t understand the assets you’re inheriting or how to manage them properly, you could end up losing a lot of money. Here is what you need to know and how to avoid the biggest mistakes with inherited assets.