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Calculating Your College Budget: Real-Time Answers

Calculating your college budget can be a mysterious process.  Families have a difficult time predicting the awards.  In reality, there are still the real-time answers that only the college can answer for you to help prepare your college budget. Stephanie Kennedy was showing me the proprietary software used by her academic team to help families with the college search process.  I was quite impressed with how the software enables her team to quickly optimize a student’s opportunity for earning merit scholarships. Indeed, many…

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Award Letter

Should You Appeal Your Award Letter?

Final award letters will soon be coming to your mail box.  You will  finally know the exact amount of money you have to come up with to pay for college.  What’s next? Do you simply accept the offer from your favorite school? Do you appeal your award?  Or, do you go back to the drawing board and think it over for another month? Here are some important questions to ask yourself before attempting an  appeal: Has there been a change in your circumstances since…

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The Role of Financial Advisors on My College Planning Team

A client recently asked me if MCPT has any special requirements that determine the types of financial products that are offered to our clients and if our financial advisors are required to sign-off on a particular code of ethics. He also asked how I decide on which financial advisors to recommend to a client. These are all excellent questions. Financial Products/Financial Planning Let me begin by saying that I or others on my college funding strategies team do not recommend…

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