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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
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.
Financial Advisor July 2010 Dalton & Dalton	The College Game Affluent families who want to fund college expenses without ruining retirement can take steps that may position them for financial aid.
Financial Advisor September 2005 Marla Brill	The Tuition Test A wrong decision on paying for college can cost you in taxes or lost aid.
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 Planning June 1, 2010 Donald Jay Korn	College Loans Say Uncle The new law excluding banks from making federal education loans should be a PLUS for borrowers who can now turn to the Bank of Uncle Sam.
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. June 1, 2012 Lynn O'Shaughnessy	Seven Ways to Borrow for College Look for borrower protection, consider credit unions and apply for multiple loans.
Entrepreneur April 2010 Rosalind Resnick	Paying for the Old College Try Advice for small-business owners on how to finance your kids' college educations.
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.
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?
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.
Registered Rep. March 25, 2015 Kevin McKinley	The Pitfalls and Perils of 529 Withdrawals Here is what you and your clients need to know about using 529 funds for higher education (and other) expenses.
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 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. August 25, 2014 Lynn O'Shaughnessy	The Most Attractive Student Loans Since many families will need help to cover some of their costs, it's important that advisors be equipped with the basics about borrowing for college. Here are some critical things that you need to know about student loans.
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.
Financial Advisor July 2005 Marla Brill	Should You Put Your Clients In 529 Plans? Section 529 savings plans have proven to be a popular way to help meet the king's ransom required to fund a college education. But recent investigations by industry and government regulators have raised concerns about their future.
Financial Advisor February 2006 Marla Brill	11th-Hour College Planning Parents of older children turn to financial advisors for college funding strategies.
Registered Rep. November 21, 2011 Liz O'Shaughnessy	Negotiating through the Maze of College Costs One of the biggest mistakes that families with college-bound teenagers make is looking in the wrong places for college cash.
The Motley Fool January 28, 2010 Dan Caplinger	The Smartest Move Colleges Ever Made Eliminating the middleman serves both schools and students. Colleges are at least making the right response to the credit crisis by making loans directly to their students.
The Motley Fool June 17, 2005 Roy Lewis	Start Planning for Next Year's Taxes Many think that taxes are simply a chore, something to attend to once a year. Anyone with that attitude is likely leaving money on the table. Here are some tips to consider.
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. September 1, 2004 Kevin McKinley	Running Through the Ribbon The following strategies will ensure financial advisors' clients have enough money to get Junior to the end of his senior year of college.
The Motley Fool July 2, 2004 Roy Lewis	Summer Tax Break It's not exactly hot fun in the summertime, but looking at your 2004 taxes now will save you money later.
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. 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.
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. 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.
Registered Rep. April 27, 2015 Lynn O'Shaughnessy	College Savings Don't Hurt Chances For Financial Aid Clients will be in a far better position and enjoy more college options if they've saved for their child's college education. Here's why.
Registered Rep. June 1, 2008 Kevin McKinley	Student Loans At A Trickle Dozens of education loan providers have either scaled back their lending operations, or announced a departure from the business altogether.
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.
Registered Rep. November 17, 2010 Kevin McKinley	Ways to Maximize Clients' 529 Funds Here's how your clients can maximize the funds they net from 529 withdrawals made in the most common scenarios.
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 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.
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. 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 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.
Registered Rep. March 14, 2013 Kevin McKinley	Deductible Me Help clients understand how to get all the tax deductions they are entitled to, including home, health and education, and possibly even the fees they pay to you.
Registered Rep. February 25, 2015 Kevin McKinley	The Costs and Effects of High Tuition Advisors can diplomatically help clients and their children get the degree the kids need at a cost the family is willing and able to pay.
The Motley Fool July 7, 2007 Elizabeth Brokamp	5 Easy Ways to Save on Taxes There are more ways than you think to keep Uncle Sam's paws off your hard-earned cash. 1. Take advantage of perks at work... 2. Be cool; stay in school... etc.
Financial Advisor February 2011 Joel P. Bruckenstein	Head Of The Class A number of advisors have attracted significant new wealth management assets by positioning themselves as college planning experts.
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.
Investment Advisor August 2010 Marlene Y. Satter	College Savings: Do Your Homework For advisors helping clients pay college tuition, the subject is not a quick study
The Motley Fool September 22, 2010 Selena Maranjian	7 Ways to Cut the Cost of College Why pay hundreds or thousands when you could be saving that money instead?
CFO January 10, 2007 Marie Leone	Tuition Magicians When financial-aid prospects are dim, some parents find smart ways to boost their children's college funds.
The Motley Fool January 24, 2007 Mary Dalrymple	College Financial Aid 102 Understand how colleges view your assets when computing financial aid.
BusinessWeek May 14, 2007 Anne Tergesen	Borrower, Be Wary Those student loan rebates and discounts aren't always as alluring as they seem. You have to scrutinize the terms to get a good deal.
Registered Rep. May 11, 2015 Greg Taggart	Ways to Minimize the Risk of Student Loans Unwary students and their parents continue to pile the debt on in pursuit of what can be a valuable college degree. All too often, the result is a Phi Beta Kappa key to the poor house.
Registered Rep. May 1, 2008 Kevin McKinley	College Credit Parents reluctantly turn to public and private education loans. Their reticence is unfounded though, because it's much better to borrow money to pay for college than to not go at all.