College Planning:
Savings Plans & Financial Aid

Recently Released!!!
Date Published: February 12, 2015
Summary PPT Deck: 49 Slides
Reference PPT Deck: 237 Slides


The purpose of this research is to provide readers with an understanding of college planning services. This research summarizes the leading-edge strategies.

This research addresses the historical phases of college planning services, including: 
  • Financial Planning Emergence Phase
  • Financial Planning Formalization & Account Aggregation Emergence Phase
  • Account Aggregation & Financial Planning Maturation Phase

    This research defines four distinct college planning services, including:

    • 529 College Savings Account
    • Cloverdale Accounts
    • UMTAs & UGTAs
    • Taxable Accounts

And this research makes the following future predictions for college planning services, including: 

  • Account Aggregation to Grow in Popularity
  • Financial Planning Applets to Grow in Popularity & Stand Alone Financial Planning Offers to Return
  • Corporate Executive Services to Regain Popularity
  • Marriage (Divorce) Planning to Become More Common
  • Social Security & Medicare Planning to Become More Critical

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