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The College Cost Reduction Act lowers interest rates and ups grants, but it could also reduce competition among lenders.
More and more affluent clients are being caught in the college funding dilemma: they make too much money to qualify for sufficient financial aid, yet not enough to write out those staggering tuition checks. Student and parent loans may fill in the gaps—especially at today's low loan rates.
Here's a month-by-month schedule of financial planning items. Contacting clients about these tasks is a great way to provide value and build relationships.
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Social Security and Medicare Workshop
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