Beyond Bulls & Bears

The new FAFSA: What every advisor, parent and student should know
Education

The new FAFSA: What every advisor, parent and student should know

Recent legislative changes will impact the student financial aid process and could create stress and confusion. Dr. Peter Mazareas, author, college financing expert and Co-Founder of Invite Education, shares some need-to-know information for parents, students, and financial advisors.

Gifts for a Brighter Future
Education

Gifts for a Brighter Future

Instead of purchasing the latest toy or electronic gadget for your children or grandchildren, what about giving them something that will last a lifetime and isn’t in limited supply: the gift of a more secure future. Sandra Palmer, Head of 529 Distribution for Franklin Templeton’s 529 College Savings Plan, discusses how crowdfunding can help finance a college education. She also has some tips if you are looking for ways to extend your charitable giving further this holiday season.