eBook PDF / e-Pub New Strategies for College Funding: An Advisor's Guide

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Title:New Strategies for College Funding: An Advisor's Guide
Format Type:Ebook
Author:
Publisher:Wiley
ISBN:0470349492
ISBN 13:
Number of Pages:265
Category:Manga

New Strategies for College Funding: An Advisor's Guide by Raymond D Loewe

PDF, EPUB, MOBI, TXT, DOC New Strategies for College Funding: An Advisor's Guide A PROFESSIONAL GUIDE TO PLANNING FOR COLLEGE FUNDING .

A properly designed college savings plan is key to providing a college education as well as the best way to avoid any surprises Yet many parents fail to realize how much time money and commitment are needed to accomplish this goal As an advisor you must guide your clients through this process with poise and confidence and J K Lasser Pro New Strategies for College Funding An Advisor s Guide with its companion CD ROM will help you do just that .

Filled with expert advice real world case studies and invaluable tools techniques worksheets and checklists this comprehensive guide will allow you to connect with your clients and plan for their children s college education in the best way possible .

Organized into three complementary sections J K Lasser Pro New Strategies for College Funding will help you Quantify the college problem for your clients and communicate effectively and motivationally to each of them by using tools such as The College Savings Calculator TM The Financial Aid Test TM and The College Funding Integrator TM as well as spreadsheets that allow you to calculate exactly what clients need to save on a monthly basis Choose the tools you need to implement the plan Coverdell Education Savings Account formerly the Education IRA Qualified Tuition Savings Prepaid Tuition Plans Savings Bonds and much more while balancing income tax strategies financial aid strategies and control of money issues Put the plan together and build in appropriate exit strategies to give your plan the flexibility it needs .

And this is just a sampling of the expertise this book provides Pick up J K Lasser Pro New Strategies for College Funding and find out how to create and implement a successful college savings plan that is right for each of your clients personal needs and goals .

Please visit our Web site at a target blank href http www jklasser com rel nofollow www jklasser com a

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A Passion to Learn, Selecting A College And Financing College Costs, New Strategies for College Funding: An Advisor's Guide, The Luckiest Guy in the World, Family Money, Family Values, and Your Family Legacy.
You can leave a legacy without the money and you can leave money but no legacy When most people think about leaving a family legacy they think about wealthy people leaving lots of money to their children and grandchildren But a family legacy doesn t have to be just for the rich The less well off and even the not so well off can leave a family legacy too br br Too often the creation of a family legacy is aimed at reducing estate taxes and perpetuating wealth for future generations Although these are certainly worthwhile goals they often have the unintended effect of creating future entitled generations which can actually be a disservice to those individuals But this need not happen There are numerous opportunities to create positive good works through the vehicle of a family legacy The key to a well designed family legacy is to have a clear sense of purpose as to its intended use br br Instead of starting with the money first ask yourself these questions What really is my legacy to my family What are the values I want my children and grandchildren to learn from me Then ask yourself How do I use my money to perpetuate my legacy, Instilling a passion to learn early in kids lives can make a huge difference in their success and their enjoyment in life And helping kids find that passion can create a vitality and sense of purpose that can enrich our own lives br br Ray and Sandy share their personal stories of getting through their school years without finding a passion that made sense of their educational paths Today schools are less and less able to provide the experiential education that could spark kids passion for learning Budgets curriculum mandates time consuming coursework and testing all combine to make it more and more difficult for teachers to expose their students to experiences that could fire their ambition and create a passion for learning that could help them achieve their goals br br The stories in this book provide a taste of what is possible The book also challenges readers to consider their own ideas and find a way to get involved Ray and Sandy offer a format for developing experiential education projects so they are viable and self sustaining br br It s a win win Students develop a passion for learning and adults are rewarded with vitality and purpose that can carry them through their active pre and post retirement years, A PROFESSIONAL GUIDE TO PLANNING FOR COLLEGE FUNDING br br A properly designed college savings plan is key to providing a college education as well as the best way to avoid any surprises Yet many parents fail to realize how much time money and commitment are needed to accomplish this goal As an advisor you must guide your clients through this process with poise and confidence and J K Lasser Pro New Strategies for College Funding An Advisor s Guide with its companion CD ROM will help you do just that br br Filled with expert advice real world case studies and invaluable tools techniques worksheets and checklists this comprehensive guide will allow you to connect with your clients and plan for their children s college education in the best way possible br br Organized into three complementary sections J K Lasser Pro New Strategies for College Funding will help you br Quantify the college problem for your clients and communicate effectively and motivationally to each of them by using tools such as The College Savings Calculator TM The Financial Aid Test TM and The College Funding Integrator TM as well as spreadsheets that allow you to calculate exactly what clients need to save on a monthly basis br Choose the tools you need to implement the plan Coverdell Education Savings Account formerly the Education IRA Qualified Tuition Savings Prepaid Tuition Plans Savings Bonds and much more while balancing income tax strategies financial aid strategies and control of money issues br Put the plan together and build in appropriate exit strategies to give your plan the flexibility it needs br br br And this is just a sampling of the expertise this book provides Pick up J K Lasser Pro New Strategies for College Funding and find out how to create and implement a successful college savings plan that is right for each of your clients personal needs and goals br br Please visit our Web site at a target blank href http www jklasser com rel nofollow www jklasser com a, No description available