Fordham University Success Story

Our client wanted my thoughts on their son’s initial award from Fordham. Based on the numbers and knowing what the school is capable of,  we felt they could do better and recommended to negotiate. After the college received a letter we drafted, they increase the 2nd award by $3,500 of a Fordham Grant for the first year.  Contact our offices if we can give you a complimentary review of your financial aid offer.

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Five Tips On How To Transfer Colleges Effectively

We get a few questions every semester from students and parents interested in the details of transferring their financial aid to a new and different college or university.  Below are some of the most common pieces of advice we offer.  If you think your financial aid position might have changed please contact our offices for […]

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Applying For Financial Aid Is Not Getting Easier

The article indicates that filing for financial aid is getting a little simpler. For millions of families this will not be the case. Families who file FAFSA early in the base year and the information does not reflect the actual figures, will be misled in regards to what they really qualify for. My advice to […]

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Student Loan Consolidation & Refinancing Programs Tips

First things first. There are legitimate ways to temporarily postpone federal loan payments, such as deferments and forbearance before considering consolidation. If the student does not qualify for either, then they should consider consolidation through the Direct Loan program or shop around for private consolidation loans carefully for a low or fixed interest rate if […]

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Multiple 529 Plans For College Financial Planning

I was recently ask a question regarding multiple 529 plans. As a general rule, I don’t recommend parents should utilize multiple plans. However there are occasions that call for multiple 529 plans: If your children are more than a couple of years apart in age, you will most likely have different investment objectives for their […]

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10 Things You Have To Do Before Going Off To College

We know it’s an exciting time. You’re about to move away and start college. While you’ve probably already done everything you need to do, you should double check. Sometimes we can forget something — minor or crucial — because we’re so excited, nervous, scared or in shock. Here are the top 10 things you should […]

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Pell Grant Changes Affect Students

Congress wants to weaken the Pell Grant program that helps parents and student afford college tuition.  The Pell is important form of financial aid that allows millions of low income students to pursue their college education. What about  the Federal Supplemental Educational Opportunity Grant (FSEOG)? The author does not elaborate on this Grant. Many students who […]

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Best Tips For 529 Plans

Over the years we have seen many clients who utilize 529 plans. These are some of our best tips for 529 plans we think every parent should consider when they invest. The 529 plan should always be in the parents name and never in the students name. Parents assets are assessed to a much lesser […]

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How Much College Can You Afford?

Many factors come into play when comes to how much college tutition a family can afford. What colleges is the student applying to? What is families’ liquid asset situation like? How much was saved for college. What financial aid forms are required? Many colleges require more forms than the FAFSA. Who is completing the forms? […]

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529 Plans Are Good For Parents

Many families do save for college but do not do it correctly for a variety of reasons. One is that they don’t save enough for the appropriate school that the child deserves to attend (private schools). They underestimate the true cost of education. Another mistake, saving the wrong way, a general savings account. Parents should […]

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