11 Financial Aid Myths Debunked

Posted by David Juliano, CLU, ChFC, AIF

January 13, 2015 at 10:00 AM

You probably help many clients develop and manage a plan to simultaneously save for college and retirement. When it comes time for their children to apply, accept, and begin college—after years of planning and saving—they may incorrectly assume that they won't qualify for financial aid or assistance. But this often isn't the case. In fact, you can add tremendous value by debunking the following common financial aid myths that your clients may believe and encouraging them to consider all financial aid options.

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Topics: Education Planning

A Useful Education Planning Tool for Advisors

Posted by David Juliano, CLU, ChFC, AIF

January 7, 2015 at 1:30 PM

There are many college-planning practitioners who do a good job helping families with the admissions process and financial aid eligibility but do not have clients' long-term financial health in mind. You, on the other hand, are likely to work with clients not only to develop a sound plan for funding their children's higher education costs, but also to help them secure a comfortable retirement.

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Topics: Education Planning

School's in Session: How to Help Clients with Education Planning

Posted by David Juliano, CLU, ChFC, AIF

January 6, 2015 at 10:00 AM

Many of your clients probably think (and worry!) a lot about education costs—particularly the expenses associated with sending their children to college. With tuition at both public and private universities continuing to rise, some parents may be wondering whether it's worth the effort to keep saving for college while also trying to meet their own retirement savings goals.

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Topics: Education Planning

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