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In this episode Melissa Joy, CFP, ® and Ann Garcia, CFP®, a financial advisor and author of the popular College Financial Lady blog, discuss why a 529 plan is a great vehicle for college savings. They cover everything from asset weighting on the FAFSA form, flexibility on what colleges your child can attend, and how they …
Episode 170: The Case for 529 Plans for College Savings w Ann GarciaRead More
In this episode, Melissa Fradenburg, CDFA®️, AIF® , sits down with Brad Baldridge, one of the nation’s leading college financial experts, to discuss late term college planning strategies. Brad has over 20 years of experience in helping families plan, save, and pay for college without jeopardizing their financial security or retirement. Brad shares his insights on the best …
Episode 166: Late-Stage College Planning with Brad BaldridgeRead More
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 …
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
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
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
