by Mark Kantrowitz
Explore a few important issues frequently faced when helping clients fill out the FAFSA and learn tips for ensuring the form gets completed correctly.
February 27, 2019. 2pm Eastern.
The challenges facing financial planners who assist their clients in completing the Free Application for Federal Student Aid (FAFSA) revolve around conflicts between tax and financial aid maximization of a family’s finances, or misconceptions about the FAFSA that could cost a family money. The contributors of the February 2019 issue will discuss the FAFSA myths and tips to help financial planners guide their clients through the intricate process of completing the FAFSA. It will include an audience Q and A, and be moderated by an FPA volunteer.
by David F. Smith, Ph.D., CFP®
Reverse mentoring is not a widespread practice in planning firms, but it is easy to implement and has the right outcomes for all.
by Ross A. Riskin, CPA/PFS, CCFC
Recommending borrowers pay down federal student loan debt quickly may not be the best decision in all circumstances.