Posts by The Staff

Insider tips for the week of Feb. 11, 2019

The 3 secrets to getting into your dream school – How do you get into a school like MIT? Chris Peterson, assistant director of admissions, shares a wonderful perspective from the college side. Please share this important read with your child and thank you to Kevin McMullin of CollegeWise for highlighting his advice.   Straight…

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Insider tips for the week of Jan. 7, 2019

The secret to finding what colleges want – NerdWallet’s Liz Weston explains that schools telegraph what they want in applicants in the form of data that is available online to anyone. Take a minute to scan her advice.   10 things college rankings won’t tell you – Although we all love lists to help us…

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Beware – Retirement savings rollover issue on FAFSA

There is a FAFSA issue that has been tripping up families with qualified retirement savings rollovers that can result in wildly inflated EFC’s (expected family contributions), thus reducing the amount of financial aid they qualify for. Retirement savings moved from one qualified retirement plan to another qualified plan should not be reported as untaxed income…

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Insider tips for the week of Nov. 26, 2018

5 tips to pay less for college – A great read worth a couple minutes from Jeanmarie Keller. I especially like #4 – build your list of colleges based on your situation and the college’s financial aid policies. Just because you need financial aid doesn’t mean the college has to give it to you.  …

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Insider tips for grandparents

CIT’s Chris Wills was a featured guest on the Accredited Investors Wealth Management WiseLife Speaker Series. Chis Wills joined Accredited’s Jeremy Heckman and discussed all aspects of the education planning journey, examining not only the current details of college planning – including myths about financial aid and insights into cost reduction tactics – but also…

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CIT’s Jay Benanav was a featured guest on the Divorce Registry podcast hosted by Jonathan Fogel. Click here to listen to Jay’s segment.

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