Important College Deadlines to Put on Your Calendar

Important College Deadlines to Put on Your Calendar

By Lynnette Khalfani-Cox, The Money Coach®           

College deadlines don’t just apply to homework assignments, class projects and term papers. Some important higher education deadlines are also key to saving you money when you or your child is planning to earn a college degree.

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Getting the Maximum College Financial Aid

By Lynnette Khalfani-Cox, The Money Coach®

When your son or daughter goes off to college, you most certainly will want your student to get the maximum college financial aid possible. Squeezing the most out of the financial aid system starts with understanding the type of aid available to your family, as well as the steps you and your child must take to qualify for aid.

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When to Start Thinking About Life Insurance

Although you may find it difficult to think about purchasing life insurance when you’re young and healthy, you should consider it for two reasons: first, this will likely be the time when a policy is most affordable; and second, this will likely also be the time when your absence can have the greatest financial impact on your family. If you have dependents or provide your family’s sole financial support, a life insurance policy can give you the peace of mind that comes from knowing your loved ones will be taken care of if you’re unable to do so.
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3 Tips to Help Mom and Dad With Their Finances

By Lynnette Khalfani-Cox, The Money Coach®

As people age, it’s not uncommon for them to require assistance doing routine tasks they once handled with ease—and that includes financial matters. But when your parents get older, they may not want to burden you by asking for financial help. Even if they become forgetful, your senior citizen parent may resist having you (or someone else) fully take over their financial affairs.

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The Importance of Having a Will — a Personal Tale from The Money Coach

By Lynnette Khalfani-Cox, The Money Coach®

I grew up in a household of five girls in Los Angeles, where each of us had nicknames and reputations within the family and among our friends. The five of us were all one or two years apart: Cheryl was the oldest; then Deborah; next was Denise; then came me; and my youngest sister, Hope, was the baby of the family. My older sister, Debby, was known as the Goody Two Shoes of the family.

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Ask the Advisor: Should you Hire a Professional Trustee?

By Sander Tom, CFP®

Sander Tom is a Trust Liaison Officer/Financial Advisor with more than 30 years of experience in the financial services industry. Over this time, he has developed a deep understanding of investing and its powerful impact on a person’s life. 

Everyone knows how important good instructions can be—whether you’re trying to master a new recipe or navigating a computer program. Yet how many of us have instructions in place to protect our finances and family if we become incapacitated or pass away?

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