CARES Act Potential Resources: Updated

By |2020-04-02T15:07:49+00:00March 26th, 2020|Categories: Charitable Planning, General Planning, Retirement Planning, Single Point of View, Student Loans, Tax Planning|

Late last night the Senate passed an economic stimulus package which is expected to be passed by the House and voted into law. Most importantly, we want to focus this update on areas that will be helpful to those most impacted.  We’ve been reading through the broad array of information in the 883 page bill! [...]

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Updated: Potential Resources

By |2020-03-20T20:15:21+00:00March 20th, 2020|Categories: Investment Planning, Single Point of View, Student Loans|

News is moving fast so we wanted to provide a couple of updates to the below (as of 3/20/2020): Taxes: The tax filing deadline has now been moved to July 15th to match the change to the payment deadline that was made earlier this week.  We encourage you to continue to move forward with your tax [...]

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Updated: Potential Resources

By |2020-03-20T15:29:18+00:00March 18th, 2020|Categories: Lending, Single Point of View, Student Loans, Tax Planning|

News is moving fast so we wanted to provide a couple of updates to the below: Taxes: The tax filing deadline has now been moved to July 15th to match the change to the payment deadline that was made earlier this week.  We encourage you to continue to move forward with your tax prep, especially if [...]

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How To Read a Financial Aid Award Letter

By |2016-03-28T17:36:00+00:00March 28th, 2016|Categories: Student Loans|Tags: |

It is the time of year that many students are receiving acceptance letters to colleges.  With that comes navigating the financials involved with paying for it.  Below is an article from EFC Plus with an explanation on how to read a Financial Aid Award Letter.  The most important part of analyzing the information is in separating [...]

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Changes to the Federal Student Aid Process

By |2015-09-23T14:09:00+00:00September 23rd, 2015|Categories: Student Loans|Tags: |

This month, President Obama announced some significant changes to the FAFSA program starting next year.  One of the key changes to be aware of is changing the date when you are able to submit an application.  Starting next October, you will be able to file as early as October 1st, as opposed to January 1 under [...]

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Student Loan Follow Up

By |2014-07-29T18:41:00+00:00July 29th, 2014|Categories: Student Loans|Tags: |

As a follow up to our post earlier this week, today CNNMoney published an article on the differences between public & private loans in the case of death of the borrower.  This illustrates another big difference between the two types of loans.Click the link below for the article.http://money.cnn.com/2014/07/28/pf/parents-student-loans/index.html?iid=Lead

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Student Loan Repayment Options

By |2014-07-24T20:02:00+00:00July 24th, 2014|Categories: Student Loans|Tags: |

In our previous post we briefly mentioned the various options available to recent graduates for repayment of their student loans.  Here is an overview of those options along with some important resources to consider when deciding the best strategy for yourself.What Type of Loans Do I Have?The first thing to understand is the type of loan [...]

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