College Smarts

Jerilyn Klein Bier from the Financial Advisor Magazine recently quoted Fred Amrein in her article titled, “College Smarts”.  In this August, 2015 article, the author discusses the current stress of the college admission race.  Jerilyn Klein Bier discusses the length families go to get an extra edge during this admission process. Fred is one of…

529 Conference

Uncovering the Most Effective Strategies for College Financial Planning Growth September 28-30, 2015 Fred Amrein will be a panelist for the national 529 Conference in Orlando, Florida.  As a panelist Fred will discuss the proper use of 529 plans by advisors within the college saving market.  Invited to the conference are state agencies, treasury officials, 529…

Money Magazine’s College Ranking System

Trying to determine the best value and best fit for a college can be difficult to measure for families.  Many factors go into making this decision and they involve both subjective and factual data.  College Affordability LLC believes academics, financials and environmental fit are the cornerstone of the decision and need to be properly weighted…

Unused 529 Money

What happens if a parent has leftover money in their child’s savings plan account?  Are there options available for this leftover money?  This may not occur often but there are some cases in which a family may unexpectedly have unused money in their college student’s 529 account.   How can this happen?  Your child may end…

Credit Cards and College Students

We send our children off to college to learn a career and to succeed in life.  During this college experience, our children will need to face various options of independence, which includes financial decisions and credit.  Financial literacy varies greatly by student but it is an important step in this transition for all students.  Due…

Mentoring your child about careers

During the month of May, 2015 we wrote several blogs about careers and the college selection process.  I recently read an article by James Citrin who also discusses careers and how we can mentor our own children about this decision. The article titled, “What parents should tell their kids about finding a career” can be…

Master Promissory Note

What is a promissory note for your direct student loans?  Who needs to sign it? This article will explain both the promissory note and touch on student loans. At this point in the college timeline, families have submitted their FAFSA and gone through the verification process.   Award letters have been reviewed and now families are…

New College Rating System

Are you aware there will be another major rating system that you will need to understand?  This new college rating system will be another source of information that students and parents will have while making their college decision.  The Federal Government will be releasing a new college rating system that will be available later this…

College Packing List

Going off to college is such an exciting time in a person’s life.  Creating a dorm room that feels like home requires organization, a good list and lots of shopping. Every college student is different and depending on the college student completing this item on the college checklist may be either fun or a chore.…