Posts tagged College
Mastering the College Admissions Process
Mastering the College Admissions Process

Understanding nuances of early action and early decision, exploring merit-based aid, and utilizing 529 plans and loans effectively can impact you and your stressed college-bound teen's journey.

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Budgeting, College Planning, Debt Management, Your $ Your IndependenceGlenn BrownAdmissions, Best Practice, Budget, CSS Profile, College, Children, College Students, FAFSA, Focus on your why, Financial Planning, Financial Aid, Grants, Goals, Giving, Merit Scholarships, Minors, Kids, Student Debt, Savings, Early Action, Early Decision, 529 Plan, Parent PLUS loans, Tuition, Teenager, Raising Kids, Expected Family Contribution, Stretch IRA, Your Money Your Independence
Teaching Kids Financial Responsibility: Summer Jobs and Roth IRAs
Teaching Kids Financial Responsibility: Summer Jobs and Roth IRAs

You can open a Roth IRA for your child to evolve their financial knowledge while helping invest for retirement, a first house and/or qualified educational expenses.

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College Planning, Retirement Planning, Your $ Your Independence, Retirement, InvestingGlenn BrownBest Practice, Budget, College, Children, College Planning, College Students, Earnings, Focus on your why, Financial Planning, family, Grads, Goals, Giving, Gifting, IRA Contributions, IRAs, Index, Markets, Kids, Raising Kids, Minors, Roth IRA, Savings, Tax Planning, Traditional IRA, Teenager, Total Return, Investing, diversification, W2, taxes, Tax Deadlines, Your Money Your Independence, Contribution Limits
Empower New Graduates with Gifts of Independence
Empower New Graduates with Gifts of Independence

While cash or gift cards are always appreciated, consider something with lasting value that can help launch college and high school graduates towards financial independence.

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Budgeting, Debt Management, Investing, Retirement Planning, Your $ Your IndependenceGlenn BrownAutomatic Payments, Best Practice, Budget, Subscriptions, Debt Management, Bond Portfolios, Bonds, CDs, Children, College, Cash, career, Cash Flows, Dividend Growth, Dividends, Earnings, ETF, Focus on your why, Financial Planning, family, Fee-Only Fiduciary, Financial Independence, Goals, Giving, grandchildren, Graduates, Grads, IRAs, IRA Contributions, Income Streams, Investing, Index, Joy, Kids, Local Town Pages, Student Loans, Gifting, Markets, Roth IRA, Portfolios, Rent, Raising Kids, Student Debt, Savings, Spending, High School Students, College Students, Tuition, Teenager, Technology, Traditional IRA, Multi-Generational Planning, diversification, Experience Spending, Your Money Your Independence, Your Money
Financial Aid Changes To Impact This Fall’s College Applications.
Financial Aid Changes To Impact This Fall’s College Applications.

Congress has created the “FAFSA Simplification Act”, which makes the upcoming 2024-2025 college admissions process a complicated mess. 

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College Planning, Retirement Planning, Your $ Your Independence, Tax PlanningGlenn BrownFAFSA, Expected Family Contribution, EFC, College Planning, College, 529 Plan, Congress, Financial Planning, Your Money Your Independence, Financial Aid, Refinancing, Early Decision, Early Action, CSS Profile, ROI, Admissions, Best Practice, Children, family, Local Town Pages, Student Debt, Student Loans, High School Students
Secure Act 2: Electric Boogaloo?
Secure Act 2: Electric Boogaloo?

Sequels aren’t always a good thing, yet Congress has brought Secure Act 2 - reviewing the good, bad, and breakin’ star.

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Your $ Your Independence, Work Benefits, Tax Planning, Retirement Planning, Retirement, Investing, Debt ManagementGlenn BrownSECURE Act, Savings, Spending, RMD, Retirement, Roth IRA, Roth Conversion, IRA Withdrawals, Stretch IRA, Traditional IRA, SEP-IRA, Catch-up, 529 Plan, 401(k), Solo K, Age 73, 10-Year Rule, College, children, Entitlements, IRAs, Investing, IRA Contributions, 401k Match
Never ask, “Where do you want to go to college?”
Never ask, “Where do you want to go to college?”

Take control, don’t be another victim to make your teen happy… spending won’t make them happy.

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College Planning, Budgeting, Debt Management, Investing, Your $ Your IndependenceGlenn BrownBudget, Best Practice, Debt Management, College, children, Cash, Children, Tuition, ROI, Refinancing, College Planning, Financial Planning, Financial Aid, FAFSA, EFC, Focus on your why, Financial Independence, Grants, Giving, Goals, Gifting, High School Students, Inflation, Raising Kids, Kids, Local Town Pages, Net Price Calculators, NPC, Investment Management, Investing, Priorities, Student Debt, Savings, Student Loans, Spending, Sandwichers, Social Media, Tax Planning, Teenager, Total Return, Your Money Your Independence, taxes, Expected Family Contribution
Enjoy Every Sandwicher Moment.
Enjoy Every Sandwicher Moment.

This month celebrates those caring for their young children and aging parents simultaneously - Sandwichers.

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Estate Planning, Investing, Retirement Planning, Tax Planning, Your $ Your Independence, Budgeting, College PlanningGlenn BrownAging Parents, attorney, Elder Care Law, Tax Planning, Capital Gains, Best Practice, Beneficiaries, Budget, Debt Management, Probate, College, children, Cash Flows, Caring for aging parents, Local Town Pages, Daycare, Medicare, Dependent Care, Long-Term Care, Health Care, Medical Expenses, Death Tax, Guardianship, guardians, Estate Planning, Estate Tax, Entitlements, family, Focus on your why, Financial Planning, grandchildren, Goals, Giving, Gifting, Savings, Teenager, Health, Health Insurance, Home Ownership, Inflation, Investing, inheritance, Raising Kids, Kids, Markets, Will, Life Insurance, College Planning, Multi-Generational Planning, Mortgage, Minors, Income Streams, Investment Management, Joy, House, Portfolios, Social Security, Priorities, Spending, tax planning, Trusts, Total Return, Trustee, taxes, Your Money Your Independence, Education
Your Teen Working This Summer? Fund Their Roth IRA.
Your Teen Working This Summer? Fund Their Roth IRA.

Roth IRA for Kids can save for retirement, qualified educational expenses and introduce personal investing.

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College Planning, Investing, Retirement Planning, Retirement, Tax Planning, Your $ Your IndependenceGlenn BrownSandwichers, Beneficiaries, children, College, Contribution Limits, Children, College Planning, Financial Planning, Financial Aid, FAFSA, EFC, family, Financial Independence, Education, grandchildren, Gifting, IRAs, Investing, Raising Kids, Kids, Local Town Pages, Multi-Generational Planning, Minors, Roth IRA, Goals, Priorities, Retirement, Traditional IRA, Teenager, Savings, Tax Planning, Your Money Your Independence, Expected Family Contribution, taxes, IRA Contributions, Taxes, tax planning
Your HS Junior know EFC, NPC or Merit? They should.
Your HS Junior know EFC, NPC or Merit? They should.

College Planning is more than 529s and student loans, focus on how to take less of each.

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College Planning, Debt Management, Your $ Your IndependenceGlenn BrownSandwichers, Best Practice, Budget, Debt Management, Education, FAFSA, family, Merit Scholarships, High School Students, College Planning, College, Tuition, EFC, Expected Family Contribution, Grants, grandchildren, Teenager, children, Financial Planning, Financial Aid, guardians, Goals, Raising Kids, Kids, Local Town Pages, HELOC, Minors, NPC, Net Price Calculators, ROI, Priorities, Savings, Student Debt, Student Loans, Your Money Your Independence
Would’ve, Could’ve, Should’ve… But Did You?
Would’ve, Could’ve, Should’ve… But Did You?

Instead of talk of the future, act on the constants - change and time.  

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Your $ Your Independence, Tax Planning, Small Business, Retirement Planning, Retirement, PlanDynamic, Investing, Insurance, Estate Planning, Debt Management, College Planning, BudgetingGlenn BrownAging Parents, Asset Allocation, Sandwichers, Capital Gains, Tax Planning, Savings, Student Debt, Small Business Owners, Student Loans, Budget, Best Practice, Rebalancing, Debt Management, College Planning, children, College, Caring for aging parents, Economy, Goals, Employee Benefits, Focus on your why, Financial Planning, Fee-Only Fiduciary, Education, Guardianship, Mortgage, Health, Healthcare, Home Equity Line of Credit, HELOC, IRAs, Investing, Investment Management, IRA Withdrawals, 401(k), Raising Kids, Work Benefits, Kids, Local Town Pages, Markets, Interest Rates, Income Streams, Total Return, Portfolios, Priorities, Refinancing, Retirement, Roth IRA, Roth Conversion, Estate Planning, Traditional IRA, Your Money Your Independence, Dividend Growth, Tax-Loss Harvesting, Yields
Proactive Planning and Health Remain Critical
Proactive Planning and Health Remain Critical

Putting off your health or planning over fear isn’t the “new normal”.

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Budgeting, Retirement Planning, Tax Planning, Your $ Your IndependenceGlenn BrownTax Deadlines, Capital Gains, Tax Planning, Savings, Budget, Best Practice, Debt Management, Rebalancing, College Refunds, CARES Act, Health, Health Care, Health Savings Accounts, HELOC, Home Equity Line of Credit, MassSave, Healthcare, Employee Benefits, Focus on your why, Financial Planning, Fee-Only Fiduciary, Health Plans, HSA, children, IRAs, Interest Rates, Investing, Investment Management, IRA Withdrawals, Yields, Work Benefits, 401(k), Markets, Local Town Pages, College, Mortgage, Roth IRA, Priorities, Refinancing, Retirement, Student Debt, Student Loans, Caring for aging parents, Traditional IRA, Your Money Your Independence, taxes
Ch-Ch-Changes - Turn And Face The Strange
Ch-Ch-Changes - Turn And Face The Strange

CARES Act legislation impacting 2020 tax laws, provisions and deadlines. 

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Budgeting, College Planning, Investing, Retirement, Retirement Planning, Small Business, Tax Planning, Work Benefits, Your $ Your IndependenceGlenn BrownCARES Act, Tax Deadlines, IRA Withdrawals, College Refunds, 529 Plan, Budget, Best Practice, Debt Management, Tax Planning, Tax-Loss Harvesting, Taxes, College Planning, College, Employee Benefits, Economy, Financial Planning, Financial Aid, House, IRAs, Investing, Investment Management, Kids, Markets, Work Benefits, Local Town Pages, Mortgage, RMD, Small Business Owners, Interest Rates, Portfolios, Required Minimum Distributions, Rebalancing, Retirement, Refinancing, Student Debt, Student Loans, SBA, Tuition, Traditional IRA, 401(k), 403(b), Your Money Your Independence