Our Resources
Our clients enjoy access to a wealth of our continuously updated insights and educational resources. As a trusted, go-to voice in the industry, we also publish some of our findings and perspectives for everyone’s benefit. From articles to podcasts to videos, see our latest below.
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December 09, 2024
Student Loan Repayment Outlook: What You Need to Know
Navigating the ever-changing student loan landscape can be a challenge, especially with a new administration taking office next year. By putting in place a solid strategy now, borrowers can set themselves up for smoother repayments in 2025.
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October 18, 2023
What to Know About the New FAFSA Form
Chief Planning Officer Jeffrey Levine covers the key changes that students and their parents should know about before the form becomes available in December.
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April 10, 2023
Timely Strategies to Get Ahead of Student Loan Repayments
While you can’t control the legal battles over student loan forgiveness, you can take advantage of several student loan programs in 2023.
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February 27, 2023
Funding a College Education with Taxes in Mind
While 529 plans are a popular way to fund expensive college educations, Focus Senior Tax Manager Shawn Williamson shares more options that may benefit both students and parents from a tax standpoint.
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January 02, 2023
Ring in the New Year with a Fresh Look at Your Financial Plan
As you get started on your resolutions this year, don’t forget to flex your fiscal muscles and review your financial goals. Six smart strategies will help you plan for the best year yet.
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