Posts by Chris Wills
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…
Read MoreWhy is my EFC going up?
Talk about a double whammy! Despite the rising cost of college, families are at the same time seeing an increase in their EFC (expected family contribution), which is what they are expected to contribute before any financial aid kicks in. In other words, a family with the exact same income and assets today as one…
Read MoreInsider 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. …
Read MoreQuad Cities FSP presentation
Click here to access the CIT Quad Cities FSP presentation
Read MoreInsider 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.
Read MoreParent seminar PowerPoint
Click here to access the College Inside Track parent seminar slide show
Read MoreFPA of Austin symposium presentation
Click here to access the FPA Austin symposium presentation
Read MoreGuardian Women’s Leadership Summit
Click here to access the presentation from the Guardian Women’s Leadership Summit
Read MoreInsider 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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