by Amy Irvine | Oct 7, 2021 | 529 Myths, Blog
True or False? If my kid doesn’t go to college, I’ll lose the money. False! Amy Irvine, financial planner at the Rooted Planning Group, explains what’s really possible. True or False? If my kid doesn’t go to college, I’ll lose the...
by Amy Irvine | Oct 7, 2021 | 529 Myths, Blog
True or False?There is only one type of 529 plan. False! Amy Irvine, financial planner at the Rooted Planning Group, explains what’s really possible. True or False? There is only one type of 529 plan. Amy: Many of my clients have this misconception. The...
by Jonathan Sparling | Sep 20, 2021 | Blog, Saving
Going through financial planning for college, especially for the first time, can feel overwhelming. Luckily, you have us. Here are some key terms to get a jump on. 1. FAFSA The Free Application for Federal Student Aid (FAFSA) is required by all colleges. In...
by Jonathan Sparling | Sep 15, 2021 | Blog, Financial Aid
Even if you are new to the financial aid process, you’ve most likely heard of the FAFSA. But this might be the first time you are hearing about the “other” financial aid form, the CSS Profile. Used by roughly 400 institutions, the CSS Profile helps colleges,...
by Amy Irvine | Aug 27, 2021 | 529 Myths, Blog
True or False?You can only enroll in one 529 plan. False! Amy Irvine, financial planner at the Rooted Planning Group, explains what’s really possible. True or False? You can only enroll in one 529 plan. Amy: That is absolutely not true. There are several...
by Jonathan Sparling | May 27, 2021 | Blog, Saving
In working with families who are planning and saving for college, I stress the importance of being prepared. While college preparation becomes more “urgent” for families with older children, parents whose children are years away from college can benefit greatly from...
