college planning
A comprehensive approach to college planning, not only looks at how much a parent or grandparent needs to save, but also considers the different ways to pay for college and how to save on the overall cost of college. Whether it be utilizing a 529 savings plan or an after-tax brokerage account, navigating financial aid packages, leveraging scholarship opportunities, or paying back student loans - we have it covered for you here.
To learn more, choose from one of our many blog posts on college planning below:
With that in mind, we created a 5-page powerpoint style guide that explains how Public Service Loan Forgiveness (PSLF) works.
Today's blog article will kick-off by examining the 4 most common student loan mistakes and what you can do to avoid those landmines. Then, we present 2 case studies, as seen with our clients.
529 plans grow in popularity due to the importance of children attending college to increase their professional prospects, all while the total expense of attending college has increased at a rapid rate.
Financial aid is utilized by about two-thirds of full-time students each year through the forms of grants and scholarships, and yet only 75% of families actually fill out the necessary FAFSA (Free Application for Federal Student Aid) forms to garner that money.
Many young professionals with both student debt and a house find themselves carrying 2 mortgage-like payments.
As advisors who specialize in college funding we’re often asked by the parent’s on when should they start funding for college or if what they have put away already sets them up well for their kid’s future.
The reality of it is that upper-middle-class areas like ours in Nocatee, FL – and surrounding areas – are put into a hard situation when it comes to getting accepted into colleges of their choice.