Financial Finesse’s Post

Today’s younger generation is a great market to attract through education. With higher starting salaries and the emergence of #NIL in college athletics, there is a greater need as basic principles aren’t being taught at the high school level. At Security Financial Management, Inc. , we are committed to their growth and helping them secure their future. #wealthcreation #financialeducation

I just received this from Columbia College Chicago. Good for them! I imagine many colleges will be adjusting their enrollment deadlines because of the FAFSA fiasco. Students and parents, be prepared for that May 1st deadline to be upended. (But be prepared for anything, honestly) "We're reaching out to share some good news for any of your students interested in Columbia College Chicago: We are extending our deposit deadline for fall 2024! You probably know as well as we do that the FAFSA delay this year has made the college-search process more difficult for students and their families. Not least because it means that Columbia (and other colleges) won't be able to give them a clear picture of their financial aid packages until later than usual. To acknowledge this, Columbia is extending our deposit deadline from May 1 to June 1 so that your students have ample time and all the information they need for this important process. Please let your students know that they can disregard anything Columbia has previously mailed or emailed that lists May 1 as the deposit deadline, and be assured that they have until June 1 to make their decision. Whatever the future holds, we’re thankful your students have made Columbia College Chicago part of their college search journey!" #columbiacollege #fafsa #enrollmentmanagement #collegeadmissions #financialaid #highereducation

Embrace the New Year with Unmatched Educational Opportunities. New changes in 529 college plans coming into effect on January 1st will redefine the college-saving game! Stay ahead, stay informed ➡️ https://bit.ly/4aFvWCm 📚💰 #Education #2023Changes #529Plan #FinancialFreedom #PersonalFinance #oXYGenFinancial

529 College Savings Plans are awesome, with 2 new key benefits in 2024! Doug Flynn, CFP explains on NewsNation. DETAILS HERE: https://lnkd.in/gaGCEDi3 #collegeplanning #529plans #financialplanning

As college acceptances roll in, your customers and members may be wondering how they will make a final school decision. According to the latest College Ave survey with Barnes & Noble College Insightsᵀᴹ, here are the top five factors impacting college decisions. Interestingly, cost was ranked seventh, with 30% of families evaluating the financial commitment for each school. To access tips to help your customers and members navigate this important decision, click the link below. https://lnkd.in/eqNEWMWp #collegeavepartners #future #highereducation #investing #collegeadmissions

529 College Savings Plans are awesome, with 2 new key benefits in 2024! Doug Flynn, CFP explains on NewsNation. DETAILS HERE: https://lnkd.in/grEEZm-Q #collegeplanning #529plans #financialplanning

Embrace the New Year with Unmatched Educational Opportunities. New changes in 529 college plans coming into effect on January 1st will redefine the college-saving game! Stay ahead, stay informed ➡️ https://bit.ly/4aFvWCm 📚💰 #Education #2023Changes #529Plan #FinancialFreedom #PersonalFinance #oXYGenFinancial

Every parent has their own philosophy on higher education and how it will be funded. I will never forget when Brett Danko said, "Education Planning is called, FAFSA", during my CFP exam prep. (Side note: He is the GOAT for exam prep) He was obviously kidding... to a certain degree. His point was, clients should not sacrifice nor delay their long-term savings needs to fund their child's college expenses. Everyone can have their own opinion here, but he is right from a mathematical standpoint. The longer you delay saving/investing for your long-term needs the more you will have to save or depend on market performance to get you there. How will you/would you fund your child's higher education needs? #Educationplaning #SunpointeInvestments

#tip 07: Here it is. The post I have been most nervous to share...because it feels like insider trading when you work in higher ed. When it comes to researching the cost of college, sticker shock isn't even shock—it's paralysis. It's a game-stopping, plan-abandoning, dream-crushing barrier. Worst of all? It's almost entirely perceived. Don't get me wrong—college IS expensive. But what you see is NOT necessarily what you pay. The national average discount is about 57% off posted tuition and fees. --> College financial aid is a negotiation. --> All caps for those in the back: COLLEGE FINANCIAL AID IS A NEGOTIATION. If you buy a car from a dealership, you would never pay the sticker price in the window. You'd let them throw out the first number, and then the game is on. This nonconventional college tip is for prospective students and families to approach award packages the same way—with diplomacy and negotiation. Full tips in the comments below. #collegeprep #financialaid #collegeguidance

Our CFP® curriculum is the path. Our learning technology is the vehicle. But it's our people, like Katie Morrison, PhD, CFP®, AFC®, that provide the guidance and vision that lead to our students' success. That's why we are relentless in our pursuit to recruit the best minds in financial planning education: the Dalton difference is our people. #CFP #CFPExam #CFPPro #FinancialPlanning