Valuable insights from Lynn O’Shaughnessy
a nationally recognized college expert.
April 13, 2012
Avoiding College Snake Oil Salesmen
For many years I was a financial journalist who wrote about such garden-variety investment topics as 401(k)’s, IRA’s, mutual funds, bonds and how investors can assemble a retirement portfolio that will last longer than they do. I enjoyed what I was doing until I stumbled across a financial topic that I knew nothing about when my daughter was in high...
July 22, 2011
Can You Hide Your Home Equity From a College?
I’ve gotten a couple of questions lately about whether cashing out home equity and putting it into an annuity is a legit way of increasing a family’s chances of getting financial aid. Consequently, I decided to share a post on the topic that I wrote earlier in this year in response to an email from a dad, who was interested...
August 18, 2010
Hiding College Assets in Life Insurance
Wednesday was surreal. I got up before dawn and schlepped up to Ontario, CA, to attend an educational conference of a new organization called the National College Advocacy Group. I’ve listened in on some excellent webinars that the NCAG has hosted and this was the first time that I had an opportunity to meet college consultants in the organization. The...