When Do I Begin the College Financial Aid Process?

The number one question we are asked by almost everyone is “when do we begin the financial aid process?”  Preferably, the process should begin when the student is in their junior year of high school.  Many families get hit with the reality of college in the senior year of high school and this is fine, […]

Attention: Accountants and Financial Planners

We all understand that our clients have different needs at varied stages of life.  Here are a few issues with which you need to be familiar in helping your clients plan for college:   Don’t automatically use a Form 1040 if the family is eligible to file a 1040A or 1040EZ.  Using the simplified tax […]

Divorce and College Financial Aid

Naturally, at least half of the families I work with are divorced and I find that this is where people tend to make the most mistakes. These are very costly and easily avoidable mistakes that can be extremely difficult to correct. There are two forms that need to be filled out when applying for financial […]