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The FAFSA – Why Every Family With College Bound Children Should File It
Outstanding student loan debt is approaching 1.8 trillion, second only to mortgage debt for consumers. Student loan delinquency rates are over 11% and the average parent loan debt is $37,200 among the parents who borrowed on behalf of their children. These are some...
Physicians Financial Planning Checklist
Physicians face many unique challenges when it comes to financial planning. Most graduate school with student loans, they have substantial liability exposure and begin saving for their retirement at a late age. Proactive planning can help you address these...
What if We Don’t Qualify for Need-Based Financial Aid?
Many higher income families assume that they will not qualify for any financial aid. They would usually be correct if the aid were need-based. However, financial aid can come in many forms. Merit Based Aid - There are two types of financial aid, need-based and merit...
Choose the “Right” Schools to Save Money on College
We all want the best for our children. That includes paying for an education. But the cost of that education keeps going up and is now over $300,000 at some schools. Saving in a 529 plan is not enough! You need to develop a plan that not only helps you save, but...
Physician’s Financial Planning Playbook for COVID-19
The current pandemic has created challenges for all of us, especially physicians. There are threats to their own health, loss of revenue as elective procedures are canceled and difficulties in caring for their patients. Below are some resources to help address these...
The CARES Act: What it Means for Families and Business Owners
This week the Coronavirus Aid, Relief, and Economic Security (CARES) Act was passed. The purpose of the act is to provide relief to individuals and businesses impacted by the global COVID-19 pandemic. I won’t try to include all 800+ pages in this email, but here are...
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