In this episode Melissa Joy, CFP, ® and Ann Garcia, CFP®, a financial advisor and author of the popular College Financial Lady blog, discuss the FAFSA form and strategies to maximize financial aid and merit scholarships, find out how to qualify for tax credits and other benefits. If you have a student applying for college this …
College / Loans
Episode 131: Student Loan Forgiveness with Alexa Kane
Are you wondering if your student loans are eligible for forgiveness? In this episode Melissa Joy, CFP®, and Alexa Kane, CFP® discuss who is eligible, how much could be forgiven and next steps. Resources: The White House Fact Sheet on Student Loan Relief. FAQs about the Student Loan Forgiveness Plan. Information on requesting a refund if you …
Episode 131: Student Loan Forgiveness with Alexa KaneRead More
Episode 121: Summer Before College Financial Checklist
Are you getting ready to send off a college student? Have you had a discussion about expenses and budget expectations yet? In this episode, Melissa Fradenburg, CDFA®️ will share some tips on what you can do to prepare your student for the financial responsibility of going out on their own. Resources: Learn more about Pearl Planning. …
Episode 121: Summer Before College Financial ChecklistRead More
Episode 86: Demystifying the FAFSA Form with Ann Garcia
In this episode Melissa Joy, CFP, ® and Ann Garcia, CFP®, a financial advisor and author of the popular College Financial Lady blog, discuss the FAFSA form and strategies to maximize financial aid and merit scholarships, find out how to qualify for tax credits and other benefits. If you have a student applying for college this …
Episode 86: Demystifying the FAFSA Form with Ann GarciaRead More
Episode 66: College Planning with Jill Carr
In this episode, Melissa Fradenburg, Financial Advisor, RJFS, and Jill Carr, CFP®, CPA, Financial Advisor at Stephens Wealth Management, discuss ways to save for your children’s college education. In addition to her experience as a financial advisor, Jill is a Certified Public Accountant, previously worked for the IRS, and is currently saving for her two …
Episode 34: Money Talk for College Students with Stacy Miller
In this episode Melissa Joy, CFP® speaks with Stacy Miller, CFP®, Vice President, and Wealth Advisor of Bright Investments LLC. Stacy shares her tips on talking with young adults about money concepts as well as shares her personal experiences with her two college-aged sons. You will Learn: How to send your college freshman off to …
Episode 34: Money Talk for College Students with Stacy MillerRead More