Posts by The Staff

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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Insider tips for the week of Oct. 22, 2018

5 things parents need to know about prepping for the SAT or ACT – Grown and Flown has a helpful article covering both what you should know about standardized tests and how to find the best test prep for your child.   Don’t miss – Deadlines for merit aid may be earlier! – Many families…

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Tips on the 6 trickiest FAFSA questions

The FAFSA is a quintessential government form, meaning it isn’t always as easy to understand as it should be. And with over 100 questions to navigate, far too many families make mistakes that are unnecessarily costing them money. Money Magazine compiled the following tips on how to tackle the 6 trickiest questions:   Questions 24…

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