Category FAFSA

UGMA, UTMA and 529 Plans (vintage post from 2009!)

June 5, 2025 · by · in 529, College, FAFSA, Financial Aid, Investments, Taxes, utma · Leave a comment

The following post first appeared on Meyers Wealth Management’s pre-blog “News and Notes” section of our old website — back in October 2009. It is reproduced here all these years later, as still pretty accurate and relevant: A question often comes up amongst folks of a certain age regarding UGMA/UTMA accounts. Namely, since many of […]

Changes to FAFSA for 2017-2018 college year

October 2, 2016 · by · in College, FAFSA, Financial Aid · Leave a comment

The new Free Application for Federal Student Aid (FAFSA) forms for the 2017-2018 year bring on a few major changes:   (a) They are available NOW – as of Oct 1 – three months earlier than they used to be.   Note that the FAFSA deadline is not until June 2017. But the sooner you […]