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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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5 Questions to Ask Your College Funding Adviser

According to Kalman Chany, author of Paying for College Without Going Broke, using an accountant to do your college financial plan can actually cost you thousands of dollars in potential financial aid.  Here are 5 questions to ask before you make a decision to retain anyone as your college funding adviser: 1. Should I increase my retirement contributions to lower my adjusted gross income during my child’s college years? If the accountant says yes to this question, you definitely have the wrong person…

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Why Your Financial Advisor Must Be a Fiduciary

Many clients have asked me why My College Planning Team (MCPT) requires me to approve the financial plans provided to them by our other financial advisors. After all, these advisors have often had as much experience as I and have worked as trusted advisors to hundreds of clients throughout their careers. MCPT implemented this policy to make sure all of our college and financial plans have been reviewed by someone with fiduciary responsibility. This means that the person reviewing their…

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