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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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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.
Comparing Financial Aid Awards
We’re almost there: acceptance letters are arriving and the May 1 decision day is right around the corner. For most families, how much schools cost is part of the decision making process.
Trump Accounts
530A Accounts, aka Trump Accounts, are being touted as an education savings vehicle. Are they your best choice for education savings?
Got Work-Study?
Work study falls under the self-help column of financial aid. If your aid award includes work-study, you should understand what it is.
Using I Bonds to Pay for College
I Bonds aren’t paying 9% any more, but using them to pay for college can make up for that.
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.
Claiming the American Opportunity Tax Credit
It’s tax time, which means it’s time to claim education tax credits you may be eligible for. Unfortunately, a lot of tax software programs don’t provide good instructions for doing so. Here’s what you need to know.
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.
Form 1098-T and 1099-Q
Form 1098-T is a tuition statement that students receive from their college. Form 1098-T isn't filed with your taxes; instead, you use the information to file and then keep it for your records.
The Truth About 529s and Financial Aid
What’s the secret sauce of 529s? It’s how great they are for financial aid purposes.
New Year’s Resolutions
Happy 2026! Last year I made a New Year’s Resolution and kept it. That makes me a self-appointed expert on New Year’s resolutions. Here are some resolutions for parents planning for college— and my expert advice on how to keep your resolutions.
Using Your 529's Gifting Page
If you really mean it when you say, “Please, no more toys!” you need to set up your 529’s gifting page.
Make Your List, Check It Twice
Applying to colleges this year? Here’s a last-minute checklist to make sure you end up with good choices.
Did you get waitlisted at your top choice college? Here’s what you need to know about that.