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529 Plan Basics

There’s no such thing as a dumb question, but asking questions seems to make plenty of people– myself included– feel dumb, which then causes us not to do it. For those who find themselves wishing they had asked more about 529 plans, here is a “back to basics” guide. (As an aside, there is a veritable alphabet soup of college…

When to file the FAFSA

Generally you want to file the FAFSA as soon as you can. That’s because some aid sources are available “until funds are depleted”—the early bird gets the worm, as the saying goes. However, keep in mind that your assets are calculated on the date you file. If you have assets in excess of the Asset Protection Allowance (approximately $30,000, depending…

Acronyms, acronyms and more acronyms

Benjamin Franklin lived a long time ago. Had he lived in the early 21st century, his quote might have been, “In this world nothing can be said to be certain, except death, taxes and acronyms.” If you’re beginning to look at college costs, you may be overwhelmed by acronyms and jargon. Here are some common ones: FAFSA: The Free Application…

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