College Funding

When to Incorporate? Credit Protection [Video]

[Video] When to Incorporate? Credit Protection| When lots of people think about incorporating their business they tend to think of the tax advantages they may get instead of the liability protections. That’s actually what I want to encourage you to think about today.

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Custodial Accounts: Non Tax Advantaged Savings Account[Video]

[Video] Custodial Accounts: Non Tax Advantaged Savings Account | Maybe you’re trying to plan for your child’s future and all the options you look at help you cover college expenses but you just want to save for their future, not only college. You understand that there are tax benefits to saving in college savings accounts, but you want flexibility for how the funds will be used.

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The CARES Act- Student Loan Borrower Relief fee only financial advisor deer park barrington chicago draft

CARES Act: Student Loan Borrower Relief

CARES Act: Student Loan Borrower Relief Background:  Along with the goal of the CARES Act putting money into the pockets of Americans, there is also help for them to keep more money in their pockets.     Timing: You can reach out to your student loan lender immediately to learn what you need to do in order to…

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Should You Refinance Your Student Loans? [Federal vs Private Loans] [Video]

Should You Refinance Your Student Loans? [Video] [Federal vs Private Loans] | Fee-Only Financial Advisor, Deer Park, Chicago

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Illinois Is #1 For A Change In College Savings – In A Good Way!

The State of Illinois isn’t making many “Top Ten” lists that are positive these days. But there is one Bright spot (pun intended): The Gold ranking of the Bright Start College Savings 529 program as rated by Morningstar. Most states sponsor a 529 college savings plan. You don’t have to live in that state in…

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FAFSA FAQ #3: Get Started [Video]

Today we’re going to finish our three part series, talking about FAFSA FAQ. And more of the details, as we lead up to the October 1st date, where you can actually start filing for FAFSA. Michelle: Rob, in this FAFSA FAQ, walk us through what does a family need to do, to actually get started…

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