College Savings / Student Loans Questions
college savings plans — IL or not?
advice please for starting a college savings program for Illinois colleges. this would be for use in the distant future...
FAFSA/IRS dependent status for child age 23
My daughter is 23 years old on 1/1/16 and can file her own FAFSA for '16-17 undergrad year, however we...
529 grandparents asset — impact on FAFSA?
Terry, My daughter has a 529 pre paid plan that will pay for 120 credit hours. Her grandmother is the...
which 529 do I choose?
What 529 plan are you recommending. I have read that you do not recommend Brightstart or College illinois. My son...
529 for grandkids
Terry, In your 12-20 Chicago tribune column, you said "don't start withdrawing until the junior year of college..". Why? I...
529s
Terry's column in 12/20/15 Hartford Courant, "5 things to know about FAFSA, financial aid, 529s" states "The FAFSA form asks...
Grandparent Custodian of UTMA, FAFSA impact?
I am a grandparent I have a custodial stock account for a grandchild. When filling out a FAFSA application does...
529 good?
I have a two year old and have a small 529 now for her but want to continue to invest...
FAFSA, financial aid and 529s
When I filed FAFSA it did not ask for both divorced parents income. I was just in court last week...
529 for grandkids
Is it better for us, the grandparents, to maintain 529s in ours and the grandkids' names OR give the money...
FAFSA for divorced parents
Terry, In your recent article "5 Things to know about FAFSA", you state "The FAFSA form ask for all income,...
College Savings
We have a college savings account through Hartford for my son. It is a custodial account with my husband as...
Rollovers/transfers from one 529 beneficiary to another
I am owner of several 529 education plan accounts for 8 grandchildren and great grandchildren. I have one grandchild who...
EE savings bonds
I purchased bonds years ago and they were not registered correctly so that my child cld use them for college....
529 college fund choice
Which 529 college fund do you recommend? Terry Says: I always put my money where my mouth is! So when...
College loans debt refinancing?
We have $100,000 in college loan debt. Where can we get the best interest to pay this off? Also, would...
SoFi
Hi Terry I read the article printed on June 21, 2015. Sounds wonderful! I hope that some day my son...
Savings for a 8 and 9 year old – Best investment vehicle?
Hello, I would like to put $5,000 for each of my kids into some sort of an investment account. What...
savings bonds for grandchildren?
Instead of cash gifts for our grandchildren, we are considering savings bonds, in order to encourage them to save money....
Repay student loans from Bright Start 529 plan?
My son quit college and is now going into the military. I want to use his bright start money to...
