NEW FAFSA Changes: What does it mean for your family? Transcript of Video: Hi, everybody, Matt Carpenter checking in here, I want to take a few minutes to talk about...
Paying for College: Working Together to Avoid Heartbreak Every year we have to have this conversation. We would love to NOT have to have this conversation ever again....
The Top 3 Reasons Not To Ignore College Planning Education isn’t going anywhere. Sure, under present circumstances it might look different. But online or not, higher education is here...
Increase your practice without increasing your overhead— Digital self-help tools empower your clients and free up your time Congratulations. You’ve reached a milestone in your career as a financial advisor: You are at capacity. You have all the...
Why Advisors Need Education and Support To Be Successful College Planners If you want to be good at something, you have to work for it. You can’t expect to become an...
Scaling Your College Planning Practice: Identify Your Ideal Clients Let’s face it: not everyone is going to be a good fit for your business. So why waste your valuable...
VIDEO: Net Price Calculator, what are they and are they accurate? A question we get fairly frequently is are net price calculators accurate? Colleges are federally obligated to have a net...
How To Optimize Digital Advice In A Digital World In the blink of an eye, everything went digital. The coronavirus spurred a necessity for digital tools that many advisors...
VIDEO: College Early Decision and Financial Aid A question we get all the time is, are we going to get less money if we apply early decision?...
