A few adjustments can make a big
difference in the financial aid offer your
student receives, but a planned
strategy can literally save thousands
from any college and let you keep
retirement funds for yourself.
difference in the financial aid offer your
student receives, but a planned
strategy can literally save thousands
from any college and let you keep
retirement funds for yourself.
Sooner is better than later, BUT later is better than no plan at all.
You should not have to choose between your child’s education and
your retirement. There is a way to make the cash flow work, so that your
retirement is not weakened and your student can still afford to go
his/her college of choice.
With plans for ‘paying for college,’ ‘saving for college,’ and some
advanced techniques—IT IS NOT TOO LATE to be able to improve the
college financial situation. Even if your student is already in high
school, IT IS NOT TOO LATE.
It is possible to save in such a way that it actually hurts your child’s
chances of the best financial aid package.
For a review of your situation and an honest assessment of options,
contact Mark Williams.
your retirement. There is a way to make the cash flow work, so that your
retirement is not weakened and your student can still afford to go
his/her college of choice.
With plans for ‘paying for college,’ ‘saving for college,’ and some
advanced techniques—IT IS NOT TOO LATE to be able to improve the
college financial situation. Even if your student is already in high
school, IT IS NOT TOO LATE.
It is possible to save in such a way that it actually hurts your child’s
chances of the best financial aid package.
For a review of your situation and an honest assessment of options,
contact Mark Williams.
- Financial aid packages are negotiable.
- Applying to more than one college gives your student
bargaining power.
- EFC—Expected Family Contribution formula can be dangerous
to your savings plan, unless you know how to structure your
assets.
College Planning
Our Mission
Helping families and their
businesses define and achieve
success through education and
planning.
businesses define and achieve
success through education and
planning.
Contact us:
2820 Sweet Briar Dr.
Independence, MO 64057
Ph 816-223-2067
Fax 816-795-8835
E-mail: mark@mdwtax.com
2820 Sweet Briar Dr.
Independence, MO 64057
Ph 816-223-2067
Fax 816-795-8835
E-mail: mark@mdwtax.com
| MDW Tax and Financial Services Making Your Dreams Work for You |
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