Ask the Advisor: Which Takes Priority, Retirement or College?

By Jason Persinger

Since 2012, Jason has enjoyed sharing the SchoolsFirst FCU difference, offering objective and caring advice, tailored financial plans and a highly competitive fee structure for investment products. Jason holds the designations of CFP®, ChFC® and CLU®, and is registered to sell securities and holds a California Life/Health Insurance License.

Portrait Of Family Sitting On Steps Outside Home

Like most people, you probably have many financial goals you’d like to accomplish. If you have children, helping them pay for college may top the list. Continue reading

For Single Parents: Juggling College Costs and Retirement Savings

A quick tip from Lynnette Khalfani-Cox, The Money Coach®

The cost of college has risen exponentially over the past few decades. If you’re a single parent, it may seem impossible to save for both college and retirement. When it comes to which matters most, put yourself first. Why? Because there are plenty of options to help get your kids to college, but there aren’t loans or scholarships to help you retire securely.  Continue reading

A FAFSA Tip for College Students Struggling to Make Ends Meet

By Lynnette Khalfani-Cox, The Money Coach®

If you’re having a tough time paying for all your college expenses, filling out the FAFSA on time can help you tap into a host of financial aid sources. But there are three crucial deadlines — not just one — you need to be aware of when completing the all-important FAFSA.

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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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