529 Plans: Qualified and Nonqualified Expenses

September 6, 2021

September is College Savings Awareness month: Paying attention to qualified and nonqualified expenses for 529 Plans can help you avoid needlessly paying a penalty Presented by Gerard Longo, AIFA®:  You’ve put in the hard work of saving Read More...
The CARES Act Student Loan Relief Options: Who Benefits and How?

February 23, 2021

UPDATED 02/23/21 Presented by Kevin M. Curley, II, CFP®: In response to the economic impact of COVID-19, the Coronavirus Aid, Relief, and Economic Read More...
Solutions for Managing Student Loan Debt

November 23, 2020

Presented by Kris Maksimovich, AIF®, CRPC®: Managing student loan debt has become one of the biggest financial planning challenges for many. In the Read More...
Student loan repayment image of man searching on computer

June 24, 2019

Presented by Kris Maksimovich, AIF®, CRPC®: Graduating from college is certainly cause for celebration! But for many graduates, earning a higher Read More...
Financial Aid and FAFSA image of students standing side by side

March 20, 2019

Presented by Kris Maksimovich, AIF®, CRPC®: For many families, financial aid programs help make higher education attainable. The first step in Read More...
Paying for College with Image of University Building

January 3, 2019

By Kris Maksimovich, AIF®, CRPC®:  According to CNBC, a four-year private university is expected to cost $303,000 by 2036 and public colleges Read More...