Guest Post: The Savings for College Challenge, Part 4 – Saving for College vs. Saving for Retirement

About the authors: For over 25 years, Cynthia S. Meyers, CFP®, MBA, has assisted people with their Lifetime Financial Planning–helping to build and preserve wealth in every area of life.  Jenny Hood, CFP® has been a paraplanner with Cynthia S. Meyers for five years and enjoys being a part of the financial planning process.   ____________________________________…

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Applying for Free Money (i.e. Financial Aid)

The process to apply for college financial aid requires families to complete several forms.  Below is a list of the forms needed to complete the financial aid application process: 2011 Tax Returns? Check. FAFSA (aka Free Application for Federal Student Aid)?  Check. CSS/PROFILE?  Wait a minute…What’s that? 2012 Tax Returns, done?  Excuse me, why do…

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The Six Figure Cost of College: In Dollars & Sense

The words, “financial aid,” can send chills down any parent’s spine, as they wonder, “How in the (insert expletive) are they going to pay for college, without going bankrupt?”  Many American families approach college, like other purchases in their lives–dream big and figure out how to pay later.    Parents often believe, “If my kid…

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Financial Aid Reality Check (That Won’t Cost Your Checkbook)

We’re hearing from parents of seniors, who’re looking through their check registers and not seeing $30,000 to $60,000 available for next year’s college expenses, nor in their savings or investments.   Actually, we’re hearing from parents of juniors, parents of sophomores, parents of freshmen and parents of pre-schoolers about the continued rise in costs and…

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Guest Post: The Savings for College Challenge: Part Two – Choosing a 529 Plan

About the authors: For over 25 years, Cynthia S. Meyers, CFP®, MBA, has assisted people with their Lifetime Financial Planning–helping to build and preserve wealth in every area of life.  Jenny Hood, CFP® has been a paraplanner with Cynthia S. Meyers for five years and enjoys being a part of the financial planning process.  They offer…

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Guest Post: The Saving for College Challenge, Part One – How Can I Save For College

About the authors: For over 25 years, Cynthia S. Meyers, CFP®, MBA, has assisted people with their Lifetime Financial Planning–helping to build and preserve wealth in every area of life.  Jenny Hood, CFP® has been a paraplanner with Cynthia S. Meyers for five years and enjoys being a part of the financial planning process.  They…

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Financial Aid Myths: Fact & Fiction

Soccer field sidelines are filled with parents sharing their college expense stories and sometimes “nightmares” that can create misinformation circulating through the community.    Depending on the listening parent’s effort to validate or debunk the information gleaned can determine how useful the shared experience will be in guiding their own children. Here’s a few common myths:

How Are Middle & Upper Income Families Affording College?

For families with $94,000 to $205,000 in yearly income, the percentage of debt is increasing.  The Wall Street Journal reports, 25.6% of these middle-upper income families incurred student-loan debt in 2010, up from 19.5% in 2007. With the costs of college increasing and use of debt is increasing, will families begin making college decisions with…

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“No Student Loans”: Is that possible?

Don’t want to borrow for college expenses?   Some universities across the U.S. are implementing financial aid policies, where no (or limited amounts) of loans will be offered in the financial aid award letter. Knowing the financial aid policy of colleges–before applying–can help a family have dollar amounts to determine the value of a college, given…

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CA Budget Affects Cal Grants for Private, Non Profit Colleges

Proposed reductions in funding for the Cal Grant program, in the current 2013 Fiscal budget plan, would reduce private, non-profit university student’s grants by 17% by 2014 to $8,056 per year.    (Examples of  private non-profit colleges are the University of Pacific or University of Southern California.)    Current Cal Grants for private, non-profit university students are…

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