College Funding Strategies |
| Contact us: |
| 920-733-3173 |
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College Funding Strategies Proudly Serving Families in Northeast Wisconsin |
As necessary, we apply strategies that are designed to maximize the amount of money available for college and minimize the impact college will have on your cash flow and retirement. Our goal, let's get your kids through college without it affecting your current lifestyle. Let's free up cash you never knew you had, and let's get the IRS to help you pay for college. By utilizing a variety of strategies we will identify areas in which you can lower your overall costs of sending your student to college. The following list is your College Funding Blueprint. A blue print that has been designed through years of research and dedication specifically for college bound students and their families. We will help you identify cash flow strategies to pay for college, tax scholarship strategies so the IRS can help you pay for college and investment strategies to maximize your returns without hidden penalties for withdrawals.. For example, there are many families who have saved for years for their child's education. Often times believing the person who sold them the investment that this "investment" would be the best. Little did the advisor know that the ramifications of these investments would cost you thousands. The so called "tax free" investments often times are not tax free. Much like a 401(k), if you do not know how to utilize these accounts properly, you could lose thousands. So what did our families really save over the years? Often times nothing, zero return on their investment, and in all too many cases, if you run the numbers out, they have actually lost money. Who made money you ask? The advisor that sold you the investment and the institution that marketed it to you. Your College Funding Blueprint • Calculate Expected Family Contribution (EFC) • Develop Investment Strategies & Recommendations • Develop Tax Reduction Strategies & Recommendations • Develop Financial Aid Strategies and Reductions • Develop Cash Flow Analysis, Strategies & Recommendations • Develop Loan Strategies and Recommendations • Provide Financial Aid Award Estimates Appeals and Negotiations • Spreadsheet Award Letters To Help Evaluate Your True Cost of Attendance • Appeal to the Financial Aid Officers If Special Circumstances Warrant a Review of Your Situation. |
| Our Services - Your Money |
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| Strategies You Can Apply Interest paid on loans from relatives do not count for the student loan interest deduction. |