Pick The Right College The First Time And Avoid the 5-6 Year Degree

Pick The Right College The First Time And Avoid the 5-6 Year Degree

Helping clients pick the “right” college is one of the most important decisions when it comes to saving money on college. If the college fits the student’s personality, the probability is high that the student will graduate with a degree in four years, and get a job afterward. That can add up to a lot of money for your clients. There are many factors involved in the college decision-making process, all of which requires considerable research on the student’s part. This research should b....

Read More

These Colleges Should Offer The Best Financial Aid Packages for 2018-2019

These Colleges Should Offer The Best Financial Aid Packages for 2018-2019

If your clients are looking to cut their cost of college next year, your best bet is to help them find a college that will offer an excellent financial aid package to the student. A great way to do this is to look at the percentage of financial need the college typically meets for its students. To make this search easy for you, we've done some extensive research on colleges that offer the best financial award packages for a student with financial need. Below is a list of the top colleges for gr....

Read More

Using  “Financial Aid” In Your Marketing Won’t Get You The Clients You Really Want

Using  “Financial Aid” In Your Marketing Won’t Get You The Clients You Really Want

Wasting marketing dollars on prospects that have no money. Have any of you ever spent untold amounts of money and time marketing to get potential clients to your office, only to find that they have no money to invest? It is easy to do that with college planning if you don’t do college the right way. Nowadays Facebook ads and marketing funnels have almost replaced seminar marketing. I know many of you do seminars and workshops. Seminar marketing still works. I'm not suggesting you stop, rathe....

Read More

Gifting Appreciated Assets To Pay For College

Gifting Appreciated Assets To Pay For College

Gifting appreciated assets (and the income generated from those assets) from parents, or grandparents, to children can be effective means of paying for college and minimizing taxes at the same time. In most cases, this particular strategy is used to maximize the funds available for a child’s college tuition because the income tax due is typically less when the income generated by those appreciated assets are taxed to the child rather than the parents. However, when a child is under the age of....

Read More