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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.   |
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? |
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. |
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. |
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. |
Financial Planning
December 1, 2012
Donald Jay Korn |
Paying it Forward: Funding 529 Plans for Grandchildren Funding a 529 plan for a grandchild can offer estate-tax benefits for wealthy clients - plus feel-good rewards. |
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. |
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. |
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. |
Financial Advisor
September 2005
Marla Brill |
The Tuition Test A wrong decision on paying for college can cost you in taxes or lost aid. |
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. |
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
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.
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. |
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. |
The Motley Fool
January 24, 2007
Mary Dalrymple |
College Financial Aid 102 Understand how colleges view your assets when computing financial aid. |
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. |
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 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 |
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. |
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. |
Entrepreneur
April 2010
Rosalind Resnick |
Paying for the Old College Try Advice for small-business owners on how to finance your kids' college educations. |
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. |
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. |
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. |
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. |
ifeminists
November 10, 2004 |
Letter: Grandparent Visitation Statutes Parents who oppose the grandparent visitation statues do not oppose grandparent visitation. They are simply against the "forced visitation" laws that are devastating to children and parents. |
Registered Rep.
June 17, 2013
Kevin McKinley |
The Power of Persuasion These small acts for clients' children and grandchildren can make a big difference. |
The Motley Fool
February 2, 2004
Robert Brokamp |
Pros and Cons of 529s The tax-free growth in a 529 savings plan is swell, but owners give up a lot of flexibility. |
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. |
ifeminists
September 8, 2004
Wendy McElroy |
Grandparents Can't Trump Parental Rights As the definition of family has changed, the role of grandparents has shifted with it. Sometimes grandparents are excluded from children's lives, as frequently occurs in contested divorces. |
Registered Rep.
November 1, 2002
Kevin McKinley |
When That Bundle of Joy Grows Up to Be a Biker Chick With a little foresight, a few strategies can allow parents to stick to the letter of the law while preventing their well-intentioned savings in a custodial account from being frittered away by someone who is an "adult" in name only. |
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. |
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. |
Entrepreneur
June 2003
Scott Bernard Nelson |
College Savings 101 Take notes on the pros and cons of 529 plans. |
The Motley Fool
July 18, 2006
Dan Caplinger |
Get Your Kids to College: Coverdell ESAs As part of an overall college financial plan, Coverdell ESAs can be quite valuable. The fact that they can be used for primary and secondary school expenses can give parents the flexibility they need to address their child's particular educational needs. |
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. |
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. |
Financial Advisor
July 2011
Ben Mattlin |
Bumpy Road Fans of 529 plans say they are the right vehicle for many to save for college expenses, but they acknowledge the last ten years haven't produced the hoped-for gains. |
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. |
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. |
Entrepreneur
November 2005
Scott Bernard Nelson |
Savings 101 Tax-free 529 college savings accounts may not stay that way, but they'll still be a smart way to plan for your child's future. |
Financial Planning
December 1, 2006
Donald Jay Korn |
All Fired Up? Recent legislation has been a boon for 529 college savings plans. Will more financial planners find them worthwhile? |
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. |
Financial Advisor
July 2007
Tracey Longo |
Helping Clients Grow 529 Plans Faster More advisors' clients are maxing out on 529 plans, driving first-year contributions into the six-figure range. |
The Motley Fool
June 11, 2010
Nathan Alderman |
What the Fool Is a 529 Plan? A friendly, Foolish guide to the often confusing world of college savings plans. |
Financial Planning
May 1, 2006
Bruce Harrington |
School's In Here are simple tips to use when advising clients who are considering the purchase of a 529 college savings plan. |
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. |
The Family Room
Dawn Seewer |
Long Distance Grandparents Having children is an exciting family event not only for mom and dad but also for grandparents. Unfortunately in this day and age many families live thousands of miles away from each other and only get to see their grandchildren every once in a great while... |
The Motley Fool
August 16, 2006
Dan Caplinger |
Prioritizing Your Savings Should you save for retirement or for education for your kids? |
