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FPA and NAPFA: Financial Planning Thought Leaders Welcome to May 2019! Joe Messinger will be a hard man to find this month. Joe is excited to be...
Is it Smart to use your Retirement or Home Equity to Pay for College? Paying the high cost of college requires a multipronged attack. For most families, a 529 plan on its own is...
Work Visas for Internships or Co-Ops Overseas Imagine being able to travel to other countries and gain work experience. That’s what I did! I did an internship...
Capstone College Partner’s view on the College Admission Scandal The normally quiet world of college admissions was rocked this week with a major college admission scandal. The FBI and...
Liberal Arts Colleges in Crisis When we originally wrote this blog back in March of 2019, we focused on the small liberal arts colleges that...
How families can take advantage of tax credits when paying for college As financial advisors, we want families to leave no stone unturned, no money left on the table when it comes...
Appealing a Financial Aid Award Letter UPDATED February 19, 2019 Last week, we took a look at the financial aid award letter received by seniors each...
Choosing a College: The Financial Aid Award Letter High school seniors and their families are waiting on pins and needles in mid-February. They have acceptance letters from several...
Is ACT and SAT Testing Required? In the state of Ohio, all juniors will take either the ACT or SAT sometime in February or March. Other...
