January 25, 2014 – College Planning and the FAFSA form

Chris is joined this week by frequent co-hosts Mike Burton of Slade Mortgage and Family Law Attorney Susan Huettner. They discuss market conditions, changes in the child support laws, and divorce and college financing. Their discussion dovetails nicely into the second hour conversation with Martha Savery of the Massachusetts Educational Financing Authority (MEFA). Martha discusses 529 plans, the U Fund, loans vs grants, and the FAFSA form.

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Is College Debt the Next Bubble?

What might a 23-year-old recent college graduate, a 45-year-old entrepreneur, and a 60-year-old pre-retiree have in common financially?  They may all be hobbled by student loan debt. According to financial aid expert Mark Kantrowitz, the student loan “debt clock” reached the $1 trillion milestone last year.1 And even as Americans have reduced their credit card debt over the past few years, student loan debt has continued to climb–both for students and for parents borrowing on their behalf.

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Ways Grandparents Can Help with College Costs

College is expensive. For some fortunate students, grandparents are stepping in to help. This trend is expected to accelerate as baby boomer grandparents start gifting what could be trillions of dollars over the next few decades.

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June 16, 2012- Chris and Herb Montgomery Discuss Finance and Politics

Chris is joined by financial planner Herb Montgomery. They discuss market news and college planning.

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529 College Savings Plans

529 college savings plans are tax-advantaged college savings vehicles and one of the most popular ways to save for college today. Much like the way 401(k) plans revolutionized the world of retirement savings a few decades ago, 529 college savings plans have revolutionized the world of college savings. As of June 2011, total assets in college savings plans reached an all-time high of $169.5 billion. (Source: College Board’s Trends in Student Aid 2011)

Tax advantages and more

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