Month: November 2024

discussing college costs with your teen

How To Discuss College Costs With Your Teen

By Melissa Joy, CFP®, CDFA® / November 25, 2024

😱 College costs can be a daunting topic for both parents AND teens. But having an open conversation early on can make a world of difference. If you haven’t started […]

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maximize your outside scholarship applications

Increase Your Outside Scholarships Chances

By Melissa Joy, CFP®, CDFA® / November 18, 2024

🏫 When it comes to college funding, every little bit helps. Outside scholarships can play a crucial role in covering the gap between your budget and college costs. In this […]

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figuring out 2024 FAFSA changes

Changes to FAFSA and Financial Aid

By Melissa Joy, CFP®, CDFA® / November 11, 2024

Did you know the FAFSA application for financial aid just got a big overhaul? 🎓 There have been MAJOR adjustments that could impact how much aid you receive. You definitely […]

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I voted stickers

2025 & Beyond: Your Post Election Investment & Economic Perspective

By Melissa Joy, CFP®, CDFA® / November 8, 2024

As we turn the corner from the election season that dominated the 2024 news cycle, we have results and perspective for what’s next when it comes to investments and the […]

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FSAs with Alexa Kane

All About FSAs with Alexa Kane, CFP®, CDFA®, AIF®

By Alexa Kane, CFP®, CDFA® / November 6, 2024

My company offers a Flexible Spending Account. What even is that? Flexible Spending Accounts, or FSAs are tax-advantaged accounts that you can use to pay for eligible expenses like medical […]

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scholarship myths debunked

Navigating College Scholarships and Funding

By Melissa Joy, CFP®, CDFA® / November 4, 2024

🎓 Have you always thought scholarships were just for the elite? Think again! Many people believe college scholarships are exclusively for top athletes and academic superstars. The truth is that […]

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