Clear View Wealth Advisors, LLC & Steve Stanganelli, CFP® help clients make smart money decisions and provide the tools to manage your money for life. We focus on helping time-starved professionals with college-bound students within five years of college balance the demands of the 'Sandwich Generation': dealing with elder care for parents, paying for college and funding retirement goals.
As fiduciary advisers providing personal financial planning services to individuals, families and businesses throughout Greater Boston, eastern Massachusetts and the Merrimack Valley, we eliminate conflicts of interest and put your interests first.
Whether your challenge is minimizing taxes, providing a guaranteed income for retirement, funding college education, or paying off debt and managing cash flow, my team of allied professionals will help you define and achieve your goals using unparalleled resources, proven strategies and conflict-free advice.
Now that your college student has set up house at the college dorm, you may be breathing a sigh of relief. Or not. How do you now pay for the hefty college tuition bill? At today’s prices, it’s not hard...
The powers that be in Washington, DC have been very busy. After a year of many pandemic-induced changes, Congress and bureaucrats have decided to add more change to the college funding landscape. The rules on how financial aid is calculated...
Paying for college is pricey enough. And it’s always a good time to save in a tax-efficient way through a 529 College Savings Plan. But what do you do with college savings in a volatile market? Well, the same advice...
It’s financial aid season once again. Here are our top 10 FAQs about college financial aid asked by parents and students from among the many questions we’ve handled about the subject over the years: 1. I probably don’t qualify for...
It’s FAFSA time again so is your checklist ready? Starting October 1st, 2018, new seniors in high school can file their FAFSA forms for the 2019-2020 college year using their 2017 IRS 1040 data. Although both the student’s and parents’...
“Where are you going to college next year?” Before you can answer that question, you really need to know which college is right for you. Here are 3 questions to ask yourself as you begin deciding where you want to...
What if you can’t make the college tour? Here’s how to visit a college without stepping on campus. Setting foot on campus is always a good idea, but it’s often not practical. Trying to fit in college campus visits around...
If you’re headed for divorce you may want to stop to think about how to pay for your children’s college education. When parents divorce, there are a lot of emotions and financial issues to deal with along the way. A...
Steve Stanganelli CFP® of College Cash Pro accepted for Membership in the Association of Certified College Funding Specialists and Earns College Funding Designation AMESBURY, Mass. – Jan. 6, 2018 – PRLog — On January 3, 2018, Steve Stanganelli, a Certified...
Bats are known for having notoriously bad eye-sight. But they compensate by using a built-in sonar system. According to a recent Fidelity survey, parents are pretty much acting like bats when it comes to college finances. College-saving families are flying...