Key College Funding Data – What You Need to Know About Paying for College
The Key College Funding Data guide offers a roadmap to affording college. This reference guide provides a checklist to help clients through the college admissions process from visiting schools to appealing financial aid decisions. The guide also provides helpful information on completing the FASFA, scholarships and grants, and understanding award letters.
If your client needs guidance with college planning costs, check out our turn-key college planning system, The Smart College Cost Eliminatorˢᵐ. With our system, we are able to minimize college costs and protect savings and retirement assets.
Big Tax Changes to Know for 2024
Financial Guides2024 has brought some big tax changes with it. It’s essential to stay informed about these...
The Smart Tax Planning Newsletter March 2024
Tax PlanningIn This Issue: IRAs for Young Adults Get Up to $32,220 in Sick and Family Leave Tax Credits New Crypto Tax...
2024 Key Planning & Investment Deadlines for Q2
Financial GuidesSpring is coming and to keep you financially organized for Q2, we are providing you with our Spring...
