College Planning and Saving Resources for You and Your Clients
Expected Family Contribution
Take a deep dive into the Expected Family Contribution (EFC), used to determine financial aid eligibility for families applying to college.
Latest in Financial Aid
Guests from Clark University and USC discuss The Latest in Financial Aid and College Financing.
Helping Clients Plan
We partnered with NAPFA on an education session specially tailored to financial advisors. Watch Helping Clients Plan for Higher Education Expenses. *This webinar is eligible for both NAPFA and CFP CE credits.
Learn about the “other” financial aid form, the CSS Profile, with Shannon Amundson, Director of Financial Aid at Colorado College.
Comparing Financial Aid Award Letters
Learn how to Compare Financial Aid Award Letters with Melissa Smurdon, Director of Financial Aid at Butler University.
Expert Blog Posts
The College Search
Audrey Smith, VP of Enrollment Emeritus at Smith College, talks about the Fall 2021 College Search.
Financial Aid Appeals
Gail Holt, Dean of Financial Aid at Amherst College, talks about Financial Aid Appeals.
Changes to Financial Aid Rules
As part of the FY’21 omnibus spending/COVID stimulus bill, Congress enacted changes that directly impact higher education, specifically the Free Application for Federal Student Aid (FAFSA), changes/updates to data elements driving federal methodology and other student aid changes. We’ve outlined some of the major changes for you and your clients to be aware of.
Prepaids and the Optimal College Savings Portfolio
Certified Financial Planner Brain Boswell, president and founder of 529 Expert LLC, offers insight into how prepaid plans fit into an overall optimal college savings portfolio and how clients seeking to diversify their college savings investments could benefit from a portfolio that includes assets in Prepaids.
6 Benefits of Saving for College with a Prepaid Plan
As college costs continue to rise, prepaid tuition plans offer your clients the option to lock in future tuition at today’s prices, leading to potential cost savings but also reduced investment risk associated with prepaid plans. Learn more about some of the additional benefits of saving for college with a prepaid plan.