National 529 College Savings Plan Day: How to Support Your Client’s College Planning Goals 529 Savings Plans are crucial for college-bound families. Here’s a brief overview of the 529 landscape (plus some marketing tips)...
Private Scholarship Search Tutorial With our custom search engine, you can easily access and apply to over 5,000 college scholarships. Watch this brief tutorial...
5 Ways to Support College-Bound Families During Financial Literacy Month College-bound families need help preparing for life’s biggest investment. Here are five ways you can help save the day.
3 Ways to Excel at College Planning Overnight Interested in adding college planning to your suite of services? Here are three fast ways to excel overnight.
How To Help Your Clients With Financial Aid Appeals Negotiation is an art. Lawyers negotiate contracts, deals, and settlements on behalf of their clients, real estate agents negotiate housing...
A Quick Guide To The Financial Aid Appeals Process The price of college isn’t set in stone neither is the financial aid that your clients received in the mail....
Appealing a Financial Aid Award Letter Last week, we took a look at the financial aid award letter received by seniors each year in mid-February. Your...
Ask an Advisor: Jonathan West In our first-ever Ask An Advisor, Matt is interviewing Jonathan West from the College Funding Group. In this Ask An...
The Current State Of The Student Debt Crisis Part 2 Welcome back to part two of our student debt crisis series. Last time, we discussed the student loan numbers in...