Mary was shopping around for someone who could help her navigate the best outcomes for reliable retirement income. She found peace of mind going through the 4-Step Process, especially Steps 1 and 2: Discover and Understand.
Archive for month: December, 2018
I recently heard a horror story of a family who attended a meeting at a local high school to complete their FAFSA. The person conducting the meeting knew how to complete a FAFSA but DID NOT know anything about the family and their finances. Flying blind, this family was unaware they could have lowered their expected family contribution (EFC) – and they made an $11,000+ annual mistake. You can learn ways to combat the current WAR for your wallet.
When The Perry’s first came to see us, they were resigned to the large looming expense of college for their two students. They were very frustrated – almost angry at how expensive college had become. They did not feel prepared and did not believe they would qualify for financial aid.
Greg and Heather married about a year after college, both were making decent incomes and had two children who would be going off to college someday.
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