by Brett Tushingham | Feb 26, 2019 | Financial Planning
There is always some level of uncertainty when planning for the long-term. There were changes to the way how college financial aid is calculated in 2017. Most of the tax code for individuals and business owners was changed in 2018. Proactive planning is a must in...
by Brett Tushingham | Nov 29, 2018 | Financial Planning, Retirement Planning
December is almost here, and my children are already preparing their Christmas lists. These lists seem to get larger every year. Anyway, let’s get right to it and take a look at some planning strategies and pitfalls to avoid before year-end. Maximizing Retirement Plan...
by Brett Tushingham | Jul 30, 2018 | College Corner, Financial Planning
We get asked this question a lot and for good reason. The cost of an education in increasing at a tremendous pace and families are trying to determine how they can qualify for more financial aid. The short answer is that life insurance cash values are not counted...
by Brett Tushingham | Jul 23, 2018 | College Planning, Financial Planning
The cost of higher education is growing out of control. Meanwhile, the majority of financial advisors fail to help families navigate the shift from saving for college to figuring out how to pay for it — the critical phase of late-stage planning. This lack of planning...
by Brett Tushingham | Feb 15, 2016 | College, College Planning, Financial Planning
At this point many families have already filed the Free Application for Federal Student Aid, or FAFSA. This is the first step in applying for need-based financial aid for college. The information provided on the FAFSA (or CSS Profile) will produce the student’s...
by Brett Tushingham | Sep 28, 2015 | College, College Planning, Financial Planning
Families applying for financial aid for college must complete the Free Application for Federal Student Aid (FAFSA). This application, which helps determine a student’s eligibility for aid, asks for information on the income and assets of the student and his or her...
