Student Financial Aid

Breaking News: Student Financial Aid Just Got Easier

Attention, all parents and students! We bid farewell to Sheri’s Summer Refresher Series and bring you an important, good-news announcement that you might have missed in all the back-to-school action (including all the obligatory “first day at school” social media posts and pics). As r
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Health Savings Account

Summer Refresher: Health Savings Accounts, Your Tax-Saving Super Power?

We founded SageBroadview because we love that warm, fuzzy feeling we receive when we can give financial advice that helps others appreciate the wealth of their life. Our favorite investment tips are the kinds that offer a double punch: (1) They’re not common knowledge, so they often g
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Time is Money

Summer Refresher: Time Is Money – Start Saving Now

Let us count the ways that we still love this post about the benefits of youthful investing in a Roth IRA. First, there are few investment lessons more powerful than the importance of starting to save and invest when you’re young, with time, compound returns and tax sheltering opportu
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College finance

Summer Refresher: The Ups and Downs of Sending Your Child to College

In early June, several of us at SageBroadview shared our recent adventures in the college admissions process. In particular, Sheri described some of the college admission challenges  that she, her husband and her youngest son Devon encountered as they sought a good fit for his higher
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SageBroadview’s Crash Course in College Admissions Part IV: The Drama of a Theatrical Program

Following up on Sheri’s insights  from Devon’s search for a musical program, Wendy Vissar reflects on the challenges that she, her husband Michael Slackman and their son Nikolas have encountered in his desire to pursue a career in theatrical arts. As long-time neighbors and good frien
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college auditions

SageBroadview’s Crash Course in College Admissions Part III: Applying for Performing Arts Programs

Shakespeare may have been right when he penned, “All the world’s a stage.” But as Sheri, her husband Dave and their youngest son Devon have discovered, an aspiring performing arts student will still find the college admissions process even more challenging as a result of extra auditio
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college admissions

SageBroadview’s Crash Course in College Admissions Part II: Embarking on “The Admissions Journey”

In our last post, we described how a number of us here at SageBroadview have been on personal quests to send our kids to college … and have lived to tell the tale. Today, we share some of the key insights Lynn Iannetta Baker discovered as she, her husband Scott and their daughter Sara
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college advice

SageBroadview’s Crash Course in College Admissions Part I: Preparing for the Admissions Journey

It never rains but it pours, or so the saying goes. As it applies to sending our beloved adult children to college, many of us here at SageBroadview have been getting deluged lately. As Sheri described, Dominic flew the coop in 2014. This fall Devon, her youngest son, is entering the
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Compound Interest: Making Those Numbers Count

If there’s a lesson we seem to learn the hard way every holiday season, it’s the insidious effect of compound calories. A taste here, a nibble there … hey, somebody’s got to lick that bowl. The next thing you know, those numbers have taken on an exponential life of their own, and you’
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Gift of Saving

Gifting to Your Young Adults

Perhaps I should have known on that day more than 18 years ago, when I caught my own breath listening to my son Devon’s beating heart for the first time: I was about to give birth to a talented and enthusiastic drummer. Regardless of where the future takes him, I hope Devon will alway
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