August 2014

Financial Aid Starts With the FAFSA

  • Why it's important
  • A matter of time
  • Application assistance

Grandparent Aid for College Costs

  • Grand gifts
  • Axing aid
  • Grandparents to parents
  • Focusing on 529 plans

Keeping Wealth in Your Family's Future

  • Savvy spending
  • Continuing the conversation
  • Hitting the highlights

Tougher Rules on Reverse Mortgages

  • Income instead of outflow
  • Higher hurdles
  • Borrowing to buy

Reasonable Compensation for S Corporation Owners

  • One pocket to pick
  • Going low
  • Proving your payout
  • Calculating coverage