A few ideas to help plan for college savings & financial aid

A few ideas to help plan for college savings & financial aid

1 year ago 0 90

If you have children that plan to attend college, you have opportunities to make it easier to pay for college. And, if you happen to be a small business owner, one of the most favorable treatments for business owners is your ability to increase the amount of financial aid for which your child may qualify by lowering your “expected family contribution” (EFC).  The EFC is the baseline for calculating federal…

When boring is good

2 years ago 0 85

When the stock markets have long periods of positive returns, as they have had for most of the past decade, it can be easy to forget how a bear market feels to an investor.  The last quarter of 2018 provided a vivid reminder. Large market swings and precipitous drops can unnerve even the most experienced investors, despite knowing that these swings are to be expected and are part of the…