This is a segment of Bautis Financial’s college planning series, which includes webinars, podcast episodes, blog posts and downloadables to aid college-bound students and families in the admissions process. Visit our college planning hub for more valuable resources.
You’ve spent your life saving for your child’s education, and now the time has come for those savings to be used. In this episode of The Agent of Wealth Podcast, host Marc Bautis sits down with college planning expert John Williams to discuss how you can get the most out of your college savings.
In this episode, you will learn:
- The importance of applying for financial aid, even if you think you’re ineligible.
- Which financial-aid applications you should fill out based on your situation.
- Why attending a college that’s not on the water may actually save you money.
- Whether you can exclude assets from your Expected Family Contribution (EFC) calculation.
- Why you should remain realistic and upfront when planning for college.
- And more!
This is the second installment of a three-part college planning series. Listen to the first installment, “How To Start Saving and Planning For College,” and the third installment “How to Pay Off Your Student Loan” with student loan expert Jan Miller of Miller Student Loan Consultants.
Resources:
Bautis Financial: 7 N Mountain Ave Montclair, New Jersey 07042 (862) 205-5000
Begin your journey of mastering the college admissions process with Bautis Financial. Whether you’re a parent or guardian, student or school counselor, book a free consultation to discuss how our financial advisors can be a college planning resource.
Bautis Financial LLC is a registered investment advisor. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial advisor and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.
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