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📌 Before You File the FAFSA

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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Ann Garcia Ann Garcia

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.

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Ann Garcia Ann Garcia

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?

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Ann Garcia Ann Garcia

Waitlisted?

Did you get waitlisted at your top choice college? Here’s what you need to know about that.

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Ann Garcia Ann Garcia

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.

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Ann Garcia Ann Garcia

Trump Accounts

530A Accounts, aka Trump Accounts, are being touted as an education savings vehicle. Are they your best choice for education savings?

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Ann Garcia Ann Garcia

College Budgeting vs. Wishful Thinking

Yes, your household expenses will change when your student goes away to school. But be careful making assumptions about how much extra money you’ll have available to pay for college.

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Ann Garcia Ann Garcia

Why Advisors Don't Recommend 529s

A lot of financial advisors tell clients not to use 529s for college savings. If that’s what yours says, you might ask whether they’re acting in your best interest.

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