High-income families need a solid education plan, too
As the old saying goes, “it takes money to make money.” Unsurprisingly, it also takes major money for high net-worth...
Corporations are devoting millions to diversity initiatives, here’s how that affects education planning
Three private equity firms just pledged $90 million to HBCUs. Here’s what that means for advisors and their college-bound clients.
Big Changes Are Coming to Federal Student Aid
The Appropriations Act of 2021 makes significant changes to the federal aid methodology. Here's what the changes mean for your...
The Value of Work-Study Federal Aid
Looking for more ways to reduce the cost of college? Find out why work-study is an option worth pursuing.
A Solid Retirement Plan Needs to Include Education Planning
Education planning shouldn’t mean tapping retirement savings. Here are three ways your clients can have the best of both worlds.
President Biden’s American Families Plan Does Not Include Loan Forgiveness: Here’s How to Plan Around It
President Biden’s proposed legislation doesn’t include loan forgiveness. Here’s how college-bound families should react.
How To Attract Gen X and Gen Y With College Planning
College planning requires a multigenerational approach. Here’s how you can attract and inspire your clients!
Parent PLUS Loans “Cheat Code”: Too good to be true?
If your clients have Parent PLUS loans, they might be able to save tons of money. Read on to learn...