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Deciphering Financial Aid Alphabet Soup

If you’re having trouble navigating your way through the modern financial aid system, you’re not alone. Finding, applying and receiving different types of financial aid can be one of the biggest headaches associated with college-bound children or grandchildren. But it doesn’t have to be that way.

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Personal Liability: When is it time for an Umbrella Policy?

Basic insurance coverage like homeowners, renters and auto usually carry provisions for liability – the possibility that your actions or lack of action will cause injury to another person or his property. Are your assets still exposed by inadequate liability amounts? Photo by Francesco Ungaro

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You've Saved for Tuition: Wise use of college accounts

If your student is headed for college in the next year or two, please make sure you set up an appointment to discuss tuition payment, tax implications and budgeting with me. At this stage of the game, and if you’re a client of our firm, you’ve likely spent years focusing on saving for college. Equally important to building savings is how you withdraw that money from a 529 or a UTMA to pay for college. We can talk about additional factors as well including reasonable amounts of loan debt; how to safeguard your retirement; and how to talk to your kids about ROI on investing in education.

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Understanding Homeowner's Insurance

When you scrutinize a policy, see if it insures your residence for replacement cost or actual cash value. Actual cash value is less preferable: it may not cover all your losses, as the value of your personal property can be affected by wear and tear, and your home’s value can be affected by housing market fluctuations. If your home is insured for replacement cost, then the insurance carrier will pay the expenses of using materials of similar kind and quality to rebuild or repair your home.3

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