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It Is Always FAFSA Season!

October 4, 2019 The FAFSA is the Free Application for Federal Student Aid. College applicants that want to apply for federal grants, work study or loan programs must complete the FAFSA. Between 1958 and 1992 federal legislation was passed to ensure that middle- and low- income families had access to loans and grant programs in … Continue reading It Is Always FAFSA Season!

UTMAs: Are You Ready to Give Them Control? Are They Ready to Steward?

September 24, 2019 “Tell your parents ‘Don’t worry about the price.  It will be worth it.  Don’t worry about debt; just accept the (college) offer!’” Yep, a college sophomore said it with her loud voice during a university “meet and greet” my daughter and I attended this past summer. Then there was a young woman … Continue reading UTMAs: Are You Ready to Give Them Control? Are They Ready to Steward?

Avoid Breach Fatigue: Plan To Protect Your Identity

September 15, 2019 Fatigue: weakness caused by repeated forces, conditions or exerted efforts over time. Gradually, strength, alertness or resolve to resist diminishes.  The results of fatigue are mechanical failure, capitulation, or indifference.   Think of repeatedly bending a paperclip back and forth until it breaks, the way an ill-prepared sprinter physically falls apart during … Continue reading Avoid Breach Fatigue: Plan To Protect Your Identity

#Therapeutic: A Part of Financial Life Planning Grammar

No matter what subject I teach or concept I explain, I start with definitions and grammar.  A definition “states or expresses the meaning of a word or the nature of something”, whether that “something” is abstract or concrete.   Grammar has several definitions, however the definition of interest for the purposes of this discussion is “a … Continue reading #Therapeutic: A Part of Financial Life Planning Grammar

Diversified Planning Solutions Mentoring Forum: Join Us, March 7, 2019

Working with Women as Clients Where: Online (Zoom) When: Thursday, March 7th, 2019 Time: 12:00pm-12:30pm What You Can Expect The mission of the Mentoring Forum series is to empower, educate, and illuminate individuals who are interested in the Financial Planning industry. At each forum an expert will discuss a topic in the field of financial planning with the … Continue reading Diversified Planning Solutions Mentoring Forum: Join Us, March 7, 2019