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Financial advisor meeting with client about college planning decisions

The Biggest Financial Decision Most Advisors Aren’t Leading

For decades, financial advisors have guided families through life’s biggest financial milestones. Buying a home. Saving for retirement. Protecting against risk. Planning a legacy. Yet there is one major financial decision that often receives far less strategic guidance than it

financial aid process

Understanding the CSS Profile: What It Is and Why It Matters for College Aid

The CSS Profile is an often-overlooked piece of the financial aid process, but for many families, it can make a big difference in how much college actually costs. Unlike the FAFSA, the CSS Profile helps private and selective colleges award their own scholarship and grant money. Understanding what it is, when to file, and how it works can help families unlock thousands of dollars in aid, and avoid missing key deadlines along the way.

Your Turn FAFSA 2025

FAFSA Opens 10/1: Avoid Mistakes That Cost You Money

FAFSA opens October 1, and families who delay risk losing thousands in aid. From surprising tax year rules to new eligibility changes, the details can be shocking, and costly if you’re not prepared. Here’s what every parent of a college-bound student must know before filing.

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Student with textbooks working on college application including Common App submissions

The Common App Made Applying Easier but Harder to Stand Out

The Common Application transformed the college admissions process. For students and families, it simplified what used to be a complicated, repetitive process. Instead of completing dozens of separate applications, students can now apply to multiple colleges using one centralized platform.

Grandparents and grandchild discussing college funding decisions

6 Mistakes Grandparents Make When Funding a Grandchild’s Education

Grandparents play an incredibly meaningful role in supporting their grandchildren’s future, but there are a few common missteps that can unintentionally create financial risk instead of reducing it. As a financial advisor, helping families avoid these pitfalls is just as

Grandparents planning college funding with career-first strategy for grandchild

Why Grandparents Funding College Need a Career-First Strategy

We are having the wrong conversation with grandparents. For years, the focus has been on how to invest for a grandchild’s education using 529 plans, custodial accounts, trusts. But here’s the uncomfortable truth: The biggest risk isn’t the investment vehicle.

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