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.
Paying for college and filing college financial aid forms can seem like you have to be a contortionist to jump through the hoops set up by colleges. With a bit of knowledge and help, you can find the money you’ll...
Here’s a ‘secret’ to all your college funding worries: Use life insurance to pay for college by hiding your assets, lowering your Expected Family Contribution … and then spend more on college. Say what?!? Here’s a better tip: Let...
If it’s January, it’s time to file your FAFSA college financial aid application. And it’s also that time of year when I get asked if it’s worth it. There are many reasons why wealth families should apply for college financial...
College is expensive. Grandparents may want to help. They may have the funds but what’s the best way? Should you consider a Roth IRA or a 529 for your grandkid’s college? These are just two of many options and...
On September 14, 2015, the Department of Education announced major FAFSA changes that impact future students. These FAFSA changes will take effect for the 2017-2108 school year. They may very well impact financial aid prospects of future college students. These...
Tuition-free colleges? Is that insane or even possible. Well, a quality college education doesn’t have to be insanely expensive. With some planning and a diligent college search you can find at least twenty tuition-free colleges that may rescue your family...
As the calendar gets ready to announce a new school season, parents begin to ask what are the best ways to pay for college without huge debt. With some planning it is possible to pay for a college education without...
Aside from buying a home, paying for a child’s college education can be one of the most expensive things a family will do. Planning for college expenses requires a lot of thought and families can benefit from professional guidance. So...
College is expensive: tuition, fees, books … and now add a college financial planner into the mix. What is the value of a college financial planner for families trying to figure out how to pay for college? A lot. For...
We all know college is expensive and student loan debt continues to grow to nearly $1.2 trillion. But for those nearing retirement, evidence shows that student loans burden older Americans more and more each year. Here at CollegeCashPro, we’ve been...