by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Dec 7, 2015 | College Planning, Life Insurance, Palma Financial Services
Recent Interview with US News on College Saving Plans I was recently interviewed by US News Education on what are the best types of College Savings Plans. It was a great experience to share my own plans that I put in place years ago for my daughter. Seeing the results...
by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Jun 5, 2015 | College Planning, Palma Financial Services
Actual Case: Financial Aid Appeal Boosts Award from $12K to $64K! Wed like to share a recent success story that demonstrates how Palma Financial Services works with our clients. One family applied for financial aid so their daughter could go to her dream school, Duke....
by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | May 20, 2015 | College Planning, Featured, Palma Financial Services
Learn How You Can Get Thousands of Dollars of FREE Money, Regardless of Your Income, Assets or Grades! ?Get $7,500 – $35,000 or more in Financial Aid, Grants & Scholarships per year! IMPORTANT: If you think your family makes too much money to get financial...
by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Mar 29, 2015 | College Planning, Featured
Proper college funding is vital for all families desiring to have their children get a higher education. The levels of need for this funding fall into three categories: C1 Families With Total Financial Need Families that are in this category are going to get some...
by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Mar 26, 2015 | College Planning, Featured, Palma Financial Services
Many Bay Area families are just now getting back on their feet after the dismal economy of the last few years. The loss of a job may have meant dipping into your childrens college savings account to pay the mortgage and meet other living expenses. And now your kids...
by Miguel A. Palma, CPA, PFS, CGMA & Tax Advisor | Mar 8, 2015 | College Planning
Dont Be Afraid to Negotiate This is the time of year when hundreds of thousands of high-school students tear open their college acceptance letters to find out if theyve been accepted by the schools of their choice. Once the initial excitement wears off comes the hard...
