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College Planning: What Affects Your Qualification for Financial Aid?

A 90-second read by Anthony Benante: The first thing you need to do to see if you qualify for financial aid is fill out the FAFSA form: In order to apply for financial aid, you must complete the FAFSA (Free Application for Federal Student Aid) form. There are certain criteria to first apply for financial aid – Go to the Federal Student Aid website – StudentAid.ed.gov to see that you meet all required criteria to apply.

Financial Planning Anthony Benante
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What is a Fiduciary?

If you are working with a financial professional it is important to know what it means to be a fiduciary. Not all financial professionals are the same. Not all financial professionals put their clients’ interests first. We do.

Baron Team
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The Most Common 1099-R Codes When Filing Your Taxes

A 60-second read by Nicholas Scheibner: You will receive a form 1099-R if any money has been moved out of a retirement account. How much you will pay in taxes will depend on how the money is moved. You want to make sure any movement out of a retirement account is done properly, and the correct code is applied when you file your taxes. The code will appear in box 7 of the 1099-R.

Financial Planning Taxes Retirement Planning Investment Planning Nicholas Scheibner