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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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Financial advisors collaborating as a team — why the best advisors build teams not expertise

Why the Best Advisors Build Teams, Not Expertise

The Most Trusted Financial Advisors Know They Don’t Have to Know Everything The expectations placed on today’s financial advisors have never been greater. Clients look to their advisor for guidance on retirement, taxes, investments, estate planning, insurance, charitable giving, business

College graduation ceremony — ROI of a college degree for financial advisors

The ROI of a College Degree Has Changed. Has Your Advice?

Why Financial Advisors Should Treat Education Like the Major Investment It Is There was a time when the advice was simple: Go to college, earn a degree, and success will follow. For decades, a college diploma was viewed as the

Business team meeting — financial advisors building next generation client relationships

Winning the Next Generation Before the Wealth Transfer

How Education Planning Helps Financial Advisors Build Relationships That Last a Lifetime Many financial advisors spend decades earning the trust of their clients. They guide families through career changes, market cycles, retirement planning, tax strategies, and estate planning. Those relationships

Piggy bank representing retirement savings protection from college costs

Protecting Retirement from College Costs

Why Education Planning Should Be Part of Every Retirement Conversation For many families, the biggest threat to a successful retirement isn’t market volatility, inflation, or even taxes. It’s paying for college without a strategy. Every year, well-intentioned parents make financial

College student reading book — education planning and 529 savings guide

Beyond the 529: Helping Families Make Better Education Decisions

For many families, funding a child’s education begins with a 529 plan. Parents contribute consistently for years, grandparents make generous gifts, and advisors help clients build tax-efficient education savings strategies. But once it’s time to use those funds, many families

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

Doctor with stethoscope representing healthcare career paths for high school students

Top Healthcare Careers for High School Students to Explore

Beyond Doctor and Nurse: Finding the Right Fit in Healthcare When many families think about healthcare careers, two jobs usually come to mind first: physician and nurse. But healthcare is one of the broadest career fields in the country—and one

Math equations on a board representing STEM career paths for high school students

Top Careers for High School Students to Explore If They Enjoy Math

If your student enjoys math, they may already hear the same advice over and over: “You should be an engineer.” “You should go into finance.” “You should become an accountant.” But enjoying math doesn’t automatically mean sitting in spreadsheets all

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