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We provide a comprehensive view of your financial life and all the factors that go into life planning. What this means to you is help with personal decision making and putting a date on things. We help you manage your finances and investments, while taking into consideration tax planning, professional moves, children, retirement, healthcare and other important priorities. It’s about life planning and gaining more comfort with your long-term financial security.
 

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FAFSA Application Season Starts October 1st
Posted By:  Rob Siegmann MBA
Tuesday, September 22, 2020

FAFSA Application Season Starts October 1st

The FAFSA application season will officially start on October 1st. FAFSA, or Free Application for Federal Student Aid, is the common financial aid application form. It is used to apply for financial aid from the federal government, state governments and most colleges and universities. Click below for important dates to remember regarding FAFSA.

Deadlines

You can follow the link below for the new 2020-21 FAFSA form.

2020-21 FAFSA form

Some states and schools have limited funds, so don't delay! Students who file the FAFSA during the first three months of the application season tend to get twice as much in grants, on average, as compared with students who file the FAFSA later, according to the popular college planning website SavingforCollege.com.

What makes Total Wealth Planning distinct is that we provide a comprehensive view of a client's financial life and all the factors that go into life planning, including college planning, college funding, and acting as an expert guide and resource for families going through the college experience for the first time. What this means to you is help with personal decision making and putting a date on things. We help you manage your finances and investments, while taking into consideration tax planning, professional moves, children, retirement, healthcare and other important priorities. It's about life planning and gaining more comfort with your long-term financial security.

interested to learn more? Please schedule a time to have a no pressure conversation with one of our Certified Financial Planners®.



 
 
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    • 09/22/2020 - FAFSA Application Season Start
    • 07/28/2020 - Nine Mistakes That Can Cost Yo
    • 04/24/2020 - The Coronavirus and 529 Colleg
    • 08/31/2017 - College or Retirement: How to
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    • 01/03/2017 - College Planning for High Net
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INVESTMENT
MANAGEMENT

Our investment management process is focused on helping you maintain financial stability, preventing mistakes and accomplishing your investment objectives. We don’t just focus on market performance or predictions. We focus on what performance means and how it impacts your long-term goals. It starts with returns, but it is about making life decisions. Working together, you gain a degree of confidence when uncertain times come.

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RETIREMENT AND
TAX PLANNING

We help you determine how long to work and when to retire to continue your lifestyle. We analyze when and how to take money from your portfolio to replace your paycheck, with an eye on tax efficiency, spending, healthcare and social security maximization. We address the primary concern of having your money last for the rest of your life.




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PLANNING

Our comprehensive planning focuses on real life. It’s putting a date to your goals and steering your life based on analysis, giving you choices and alternatives. You gain the ability to see how reachable your goals are. It starts with getting to know you and the way you want things done to fulfill your needs. We take into consideration your family and all the secondary factors that go into a comprehensive financial plan.


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FOR OVER 30 YEARS

Total Wealth Planning’s team of Certified Financial Planners® are here to listen to you and your questions. We never want you to feel rushed. The real benefit is having a road map to help ensure the key elements of your financial life are in order.


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