529 ABLE Account PSA: Saving for College for Disabled Individuals

By Willis Holdeman / June 16, 2021

Many people have heard of college 529 savings plans.  Every state has an option for its residents.  Many states offer tax deductibility for contributions to their state plan if you are a resident.  Some states even let you, as a resident, deduct contributions to any state 529 plan. 529 savings plans have taken center stage…

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Socializing and Preserving Mental Health in College: The COVID Conundrum

By Willis Holdeman / September 21, 2020

Don’t Scoff at University Social Events After graduating high school, I was more than ready to move into my college dorm room at the end of summer.  Unlike many prospective students in the current pandemic, I was able to visit campus a few times over that summer to explore dorm room options and submit my…

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Unclaimed Money for College: Will You Claim Yours?

By Willis Holdeman / October 17, 2019

Your Annual FAFSA Reminder This school year, there will between $2 billion and $3 billion left on the table by students that would qualify for it if they just fill out one form. What is this magical form that could open the doors to the majority of this money?  The FAFSA!  Data shows that 36%…

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Why Do I Have Two Different EFC Numbers?

By Willis Holdeman / May 13, 2019

Expected Family Contribution As parents, we wear ourselves out making sure our children are ready for college. We monitor their grades, make sure they prepare for their SAT/ACT tests, push them to volunteer in the community, and encourage them to participate in extracurricular activities at school. Now we also need to make sure that they…

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