Financial Advice

dorm room

When Visiting In The Summer, Be Sure To Check Out The Campus Dorms

If you plan to visit college campuses during the summer months then be sure to do your due diligence and check out the campus dorms. According to the Princeton Review’s The Best 376 Colleges, 2012 Edition", the following are the 20 best and the 20 worst campus dorms in the … [Read More]

college fund

Attention Business Owners: Would You Like A Big College Funding Break!

Business owners are afforded more tax breaks than employees of corporations, and the financial aid system is no different. Under the Federal Deficit Reduction Act, the owner(s) of family-controlled businesses with 100, or fewer, employees can exclude their entire business assets when … [Read More]


Shirley's college planning services are exceptional. With her assistance we were able to identify our son's career strengths, find a college that met our budget requirements, and secure scholarships. Shirley is professional [Read more]

Register for Free Workshops

Spend an evening with us learning how to pay for college in the most cost efficient manner without robbing your retirement accounts. [Read more]

    No events