SavingForCollege: How 7 Different Assets Affect Your Financial Aid Eligibility
Need some help paying for college? The first thing you need to do is to file your Free Application for Federal Student Aid (FAFSA). Worried
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Mike Olivia
- Jan 17, 2018
- 3 min
Five Star Wealth Manager Award Winner (2018)
Michael Olivia has been recognized by Five Star Professional and awarded the 2018 Five Star Wealth Manager Award, as published in the WSJ.
William Combs
- Jan 17, 2018
- 5 min
Letter to Investors: January, 2018
Annual letter to investors recapping the past 12 months and our outlook for the new year.
Third-Party
- Dec 14, 2017
- 1 min
Peterson's: The Pros and Cons of Using a 529 Plan to Save for College
Before you invest in any type of college savings plan, you should consider the advantages and disadvantages that it provides.
Third-Party
- Oct 25, 2017
- 1 min
CNBC: How to set up a special needs trust
Families that include someone with a disability qualifying for government benefits may want to look into setting up a special needs trust.
Third-Party
- Aug 30, 2017
- 1 min
Schwab: 529 Accounts: What Happens When Your Child Doesn't Go to College?
One of the great—and challenging—things about having kids is that they can surprise you at every turn. While you can save diligently for the
Third-Party
- Sep 16, 2012
- 1 min
Planned Giving Design Center: IRAs and Qualified Retirement Plans
Qualified retirement plans and individual retirement accounts are trusts or custodial accounts that hold a person's tax deferred retirement
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