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Topic

What college aid strategy is best?

The decision about whether to sell appreciated stocks in taxable accounts is tricky and important

Topic

Biggest factors impacting what clients pay for college

Consider expenses beyond the sticker price to determine what a higher education will really cost.

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Biggest factors impacting what you pay for college

Consider expenses beyond the sticker price to determine what a higher education will really cost.

Topic

Integrate college, retirement plans

Calculation of need-based aid involves many factors, including 401(k) and IRA contributions.

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Easy guidelines for saving for college in a child’s name

Need-based college aid eligibility is determined by the following formula: A college’s cost of attendance – the expected…

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When it’s OK to save in a child’s name

Need-based college aid eligibility is determined by the following formula: A college’s cost of attendance – the expected…

Topic

New admission secrets of top colleges

Unless your child qualifies for financial aid, admission to a top school means you'll be paying full freight -- merit-based financial aid is gone.

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Behind the drop in college admission rates

Plus a primer on the increasingly complicated financial aid and application processes.

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Nitty-gritty of claiming college tax credits

With the $2,500 American Opportunity Tax Credit's phaseout now at $180,000 of modified adjusted gross income, more parents are eligible. But claiming it requires coordination with distributions from 529s and education savings accounts.

Topic

Capital gains affect financial aid eligibility

Parents and students sitting on capital gains in taxable accounts from surging stock prices need to consider when,…