Helpful Financial Planning Tips
Our blog is filled with smart financial strategies to help you build a solid foundation moving forward into the future.
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Related ArticelsWould You Like Help Creating A Plan For Your Child's College Fund Or Your Own Retirement Needs?We Help Families & Individuals Create Financial Plans For Success.Mark Kelly, CERTIFIED FINANCIAL PLANNER™We are recommended by the Dave Ramsey...
Sample Interactive Planning
See how we interactively help you plan for the future The Way We Shop For College Is All Wrong.Because most families cannot simply save enough or earn enough to write a check for college, being smarter consumers of education is imperative.In This Guide...
Junior and Sophomore Student Action Plan
Action Plan for Juniors and Sophomores If you have a child who is in their Spring of their Sophomore Year or who is their Junior college may on be on your mind. Perhaps it is the ton of mail you are receiving from the Colleges and Universities which is addressed to...
Talking with Your Child about College Costs
Don't wait to have this conversation. Choosing a college is an emotional event and paying for it can have consequences for the parent and the student. As a parent of a college student and High School student, I can appreciate how easy it is to get swept up in the...
Solutions for College Sticker Shock
Solutions for College Sticker Shock Imagine your reaction to the following scene: You return home from work one evening to discover your teenage daughter excitedly waving a letter. When you calm her down, she informs you she has just been accepted to the...
College Financial Aid: Do Your Homework
If one or more of your children will reach college age soon, you may be wondering how you will manage all the costs. For many families, a financial aid package provides some level of tuition support in the form of grants, scholarships, loans, or work-study placements....
The Best Student Loan Options
It is less than 3 weeks before my oldest daughter goes off to College and every day I get some type of letter offering us ways to pay for it. The latest letter says “Figuring out how you”ll pay for college can be tough”. They go on to say they are here to provide...
A Comprehensive Personal Financial Plan
For people who do not have a financial plan and would like to start proactively planning for their family’s financial future and/or are about to experience a life event (ex. changing jobs, moving or retirement) that warrants a new plan. You Will Receive: One two-hour...
Why You Want A Retirement Plan In Writing
Are You Winging It? Setting a strategy down may help you define just what you need to do. Why You Want A Retirement Plan in Writing Many people save and invest vaguely for the future. They know they need to accumulate money for retirement, but when it comes to how...
Planning Services We Offer
PLANNING SERVICES WE OFFER At University Financial Strategies, LLC. our advisors offer FEE Only services and specialize in helping individuals, and families address the financial issues that arise throughout life. Our mission is to facilitate financial wellness for...
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At University Financial Strategies our mission is to help families think beyond just saving for college, but helping leverage strategies that leverage your unique situation to help you save on college costs. We take into consideration topics like specialized college-planning strategies for business owners, planning for financial aid, school-specific scholarships, coordinating college planning with grandparents, cash-flow strategies and options for covering shortfalls, to name just a few.
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The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, University Financial Strategies, LLC.(referred to as "University Financial Strategies") disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement and suitability for a particular purpose. University Financial Strategies, LLC.does not warrant that the information will be free from error. None of the information provided on this website is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. The information should not be relied upon for purposes of transacting securities or other investments.
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