News & Media

July 6, 2010 - Roth IRA Conversions and College Planning - Financial Advisor Magazine

March 16, 2010 - Parents' Choice: Save For College Or Retirement? - Forbes

January 29, 2010 - Rethinking 529s - Forbes

January 28, 2010 - College Cost Crunch Could Worsen As Feds Pull Back On Aid - Forbes

December 1, 2009 - Tax Efficient Learning - Financial Advisor Magazine

July 20, 2009 - Tool Removes the Grunt Work from College Planning - Investment News

June 25, 2009 - Simpler College Aid Form Would Help Middle-Class Savers - Forbes

March 10, 2009 - Paying For College In Tough Times - Forbes

March 10, 2009 - Billions In Merit Aid Up For Grabs - Forbes

March 10, 2009 - The New, Improved College Tax Credit - Forbes

March 10, 2009 - The Financial Aid Game - Forbes

February 17, 2009 - College: More Cash, More Confusion - Forbes

December 14, 2008 - Funding Private Day and Boarding Schools - FPA for Financial Planning

October 23, 2008 - The Perils of 529 College Plans - Forbes

August 31, 2008 - Students must Learn to Pay for their Dreams - Stamford Advocate

August 30, 2008 - Affording the Dream - Honolulu Magazine

July 14, 2008 - Site Uses Social Networking to Match Students with Lenders - Investment News

June 23, 2008 - Better than a Toy - Investment News

April 28, 2008 - College Planning is New Advisory Niche - Investment News

November 12, 2007 - The Second Match - Forbes

May 30, 2007 - The New Kiddie Tax - Forbes

May 2, 2007 - Rich College Kids: Take A Tax Hike - Forbes