Kids & College Planning

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Big Changes to 529 Plans: Roth Rollovers, FAFSA Updates, and More

By Robert Cesario / July 30, 2025

Recent changes to 529 college savings plans, especially those introduced by the SECURE 2.0 Act, are making these accounts even more flexible and valuable. Though legislation passed in 2022, several […]

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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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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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Michigan MESP 529 Savings Plan – Everything You Need To Know – Webinar Replay

By Alexa Kane, CFP®, CDFA® / November 8, 2022

Watch our webinar replay topic of college savings. The presentation will cover specifically the Michigan MESP 529 Savings Plan as well as college costs and future projections. Jennifer Uhlar, Sr. […]

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