Lindsey Curry
WMWM College Planning Update: June 2024
Along with the final high school transcript sent to the college committed to, students who have been placed on wait-lists might send a...
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Lindsey Curry
Mar 197 min read
WMWM College Planning Update: March 2024
Not only does March bring green drinks, foul weather, and March Madness, it's also supposed to be the time college acceptances arrive...
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Andrew Young
Feb 262 min read
New Features Available in 2024 for 529’s and Roth IRA Rollovers
The new feature of the Secure Act 2.0 legislation allowing 529 plan account beneficiaries to roll over funds into their Roth IRA is now...
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Lindsey Curry
Dec 9, 20235 min read
How to Stay Ahead of the Game: College Planning Update for December 2023
If a student is accepted by their first-choice college and that college uses the College Board's CSS Profile, a financial aid offer will...
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Lindsey Curry
Nov 11, 20232 min read
College Planning Monthly Update: November 2023
When Should I File the FAFSA? As you may already be aware, the Free Application for Federal Student Aid (FAFSA) is not yet open and won't...
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Lindsey Curry
Sep 25, 20235 min read
Monthly College Planning Update: September 2023
There is a new sheriff in town, and a whole new supporting cast of characters. I'm kidding of course, but there is a new FAFSA coming...
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