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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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SECURE 2.0 and 529 to Roth IRA Rollovers
The SECURE 2.0 Act allows for 529 to Roth rollovers— but with some limitations.
Does It Matter Where You Go to College?
This year’s Rhodes Scholars recipients were announced a couple of weeks ago. Normally I pen a paean to the diversity of colleges represented in the selection, supporting the notion that plenty of schools prepare students to compete at the highest levels.
How to Use 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.
Year-End Checklist
Wherever you are on the college planning journey, here are a few actions you can take before the end of the year.
It’s Thanksgiving and I’m Thankful
Even if Thanksgiving is different this year, I have so much to be thankful for.
Is a Roth IRA a Good Choice for College Savings?
Roth IRAs are often touted as a college savings vehicle because “the FAFSA doesn’t count them.” There’s more to it than that.
How Do You Choose a College?
So much goes into your college choice. My son’s choice is equal parts confessional and humblebrag.
FAFSA Simplification: What Do You Need to Do?
Next year’s FAFSA will be different from this year’s, and the changes might cost you financial aid. Here’s what you need to know to minimize negative surprises.
How Do You Apply for Scholarships?
You’ve applied to the college, but how do you get the scholarships?
What About the CSS Profile?
Have you filed the FAFSA? You might not be done yet: you might also have to file the CSS Profile. What is it and what do you do about it?
FAFSA Resources
Filing the FAFSA? Need some help? Here are a ton of resources to get you on your way.
What Year, 2022 Edition
Confused about what counts on the FAFSA and when? Here’s what you need to know.
FAFSA 2023-24 EFC Formula Guide
How does the FAFSA calculate your Expected Family Contribution? Here’s the formula, plus what it does and doesn’t do.
Do we need a Department of Education? To answer that, it’s helpful to know what it actually does.