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The new Simplified FAFSA is here! Here’s a quick video with some tips that will help you get through it with a minimum of chaos and maximum of financial aid. 🔗
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529 Plans: How to get Money Out
My socials are full of prom and graduation pictures, which means it’s time to talk about how you get money out of the 529 plan to which you’ve been diligently (or otherwise) contributing.
HIPAA and FERPA Releases
Before your student heads off to college, here are some important forms for them to complete.
Student Loan Interest Rates for the 2026-27 School Year
Yes, everything is getting more expensive. That includes student loans. Rates for the coming year have been published and they’re a little higher than last year’s rates.
Colleges Still Have Openings!
Dream school didn’t come through? Plenty of colleges are still accepting applications.
The Power of Compounding
April is Financial Literacy Month, so I’m writing about general financial topics. Today it’s the Eighth Wonder of the World, the power of compounding.
How Much Should You Save for College?
A client’s former advisor told her that she should save $800,000 per child for college. None of my initial reactions to that were appropriate for a client meeting, but how much should you save for college is an important question for a lot of families so let’s dig into that.
Pre-Tax or Roth: How do I Choose?
April is Financial Literacy Month, so I'm writing about some general financial literacy topics. Today's topic: Pre-Tax and Roth retirement savings and how to decide which to use.
Required Reading Alert: Borrowing to Attend Your Top Choice College
Thinking it’s worth taking out student loans to go to your first choice college instead of your second choice? Here’s what recent college graduates have to say about their student loans.
The Savings Hierarchy
It’s financial literacy month, so today I’m talking about the savings hierarchy.
Tax Benefits of 529 Plans
Want to have a lot more money for college? The tax benefits of 529 plans mean you could have thousands more dollars available when the time comes to start paying.
Credit Scores
April is Financial Literacy month, so I'm going to write about some broader topics that might be helpful to you and your student. Starting with credit scores: what are they, how do you get one, why do you care?
When Do You Pay College Costs?
After years of saving, it’s time to switch gears and start paying for college. But when do the bills come?
Waitlisted?
Did you get waitlisted at your top choice college? Here’s what you need to know about that.
Why College
Here's a suggestion: instead of focusing on which college your student should go to, think about why you want them to go to college.
Appealing a Financial Aid Award
About 3/4 of families who appeal their financial aid award receive additional aid. Yet less than half appeal. Here’s how to get more money from the colleges you’re considering.
My socials are full of prom and graduation pictures, which means it’s time to talk about how you get money out of the 529 plan to which you’ve been diligently (or otherwise) contributing.