Mastering Financial Aid Eligibility

For many families, financial aid programs help make higher education attainable. The first step in applying for aid is to complete the Free Application for Federal Student Aid (FAFSA). It is used to determine the student’s eligibility for federal aid programs, such as grants, work-study options, and loans. Schools also use the FAFSA to assess whether additional aid is available from an applicant’s state of residence and from the school itself.

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Important Legal Documents for College Students

As summer turns to fall, flocks of recent high school graduates leave the nest and head off to college or university for the first time. Their parents are faced with a wide range of emotions as they watch their children prepare to spread their wings as independent young adults. 

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The Basics of Credit Scores and Credit Reports

As consumers, we know that having a good credit score is important. Whether you are applying for a loan or signing up for a credit card, your credit score plays a major role in determining if you will be approved. Your credit score can also have a significant impact on loan terms and borrowing costs.

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Finding the Right Risk Management Tool and the Right Time

Each generation of people has different financial and risk management needs, and those needs evolve over time. Helping your clients identify key concerns at various milestones is a great way to start a conversation about their present and future circumstances. Often, they may not be aware of gaps in their financial plan.

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Which College Savings Plan Is Right for You?

The cost of college is steadily rising, and student loan debt has reached crisis status. What does this mean for you? It is more important than ever to commit to saving for the education expenses of the future scholars in your life.

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529 Savings Plans and Financial Aid

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