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Your College Savings Game Plan webinar

By Chris Wills | September 30, 2019

College Inside Track’s Cozy Wittman was the featured guest on Wealth Enhancement Group’s webinar “Your College Savings Game Plan,” discussing steps you can take now to make college cost effective. Click the button below to download and listen to the webinar.

Your College Savings Game Plan

By Chris Wills | September 26, 2019

CIT’s Cozy Wittman was a guest on WCCO Radio’s Your Money with Bruce Helmer and Peg Webb and discussed steps you can take now to make college more affordable. Listen to Cozy’s advice here.

Woodbury Financial presentation

By Chris Wills | September 19, 2019

Click here to access CIT’s presentation at the Woodbury Financial regional meeting.

Insider Tips Presentation

By Colleen Loerzel | September 11, 2019

Modern Woodmen Presentation

By Colleen Loerzel | August 8, 2019

Campersand Presentation

By Colleen Loerzel | July 29, 2019

Minnesota FPA Presentation

By Colleen Loerzel | June 19, 2019

Click here to access College Inside Track’s presentation from Minnesota FPA.

Paying for College and How to Discuss it With Your Families

By Chris Wills | April 30, 2019

Click the link below to download College Inside Track’s presentation for school counselors “Paying for College and How to Discuss it With Your Families.”

5 things most families don’t know about before taking out student loans, but should

By Chris Wills | March 29, 2019

1 $31,000 is the maximum amount dependent undergrad students can borrow in federal direct student loans. Annual limits are: $5,500 in year 1 $6,500 in year 2 and $7,500 each subsequent year until the $31,000 overall limit is reached 2 You must complete the FAFSA to access the Federal Direct Student Loans and the Parent…

Kansas City FSP presentation

By Chris Wills | January 15, 2019

Click here to access the Kansas City FSP presentation

Siouxland Estate Planning Council presentation

By Chris Wills | January 14, 2019

Click here to access CIT’s Siouxland Estate Planning Council presentation

Beware – Retirement savings rollover issue on FAFSA

By Chris Wills | November 30, 2018

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…