Steve Stanganelli
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.
Ask the College Cash Pro: 529 Plan Distributions
Do the distributions from a 529 plan need to be taken the same year as expenses? Q.) Tanner from Temecula, California asks: My daughter is starting her 2nd year of college and I’m wondering if distributions need to...
Paying for College – A Retirement Funding Problem for Parents
Next to buying a home, a child’s college tuition is probably the largest single expense a family will ever incur. Today’s college education costs range from $11,000 to $23,000 per year at a state college and $26,000 to $52,000 or...
Why Parents Need a College Planner Professional
Let’s face it. We live in a complex world. There are just so many ways to get tripped up in our daily lives and a helping hand goes a long way to lower the stress and the cost of most...
Webinar: Send Your Student to College for Pennies on the Dollar
Join the College Cash Pro team for our upcoming live webinar “Sending Your Student to College for Pennies on the Dollar” on Wednesday, September 18, 2013. Steve Stanganelli, CFP® of Clear View Wealth Advisors/College Cash Pro and the financial aid...
Warning: Parental Help May Lead to Lower GPA
As parents we always want to do the very best for our kids and helping them pay for college is up there on the list. But what if too much help is a bad thing? Sometimes the best of intentions...
New College Parents: Do This or You’re Just an ATM
Soon, you’ll be moving your former high school senior to a new campus. And you’re going to find out that you have just been relegated to becoming an ATM machine UNLESS you take action right now. Up until now, you’ve...
Mortgage Financing: Is It a Smart Way to Pay for College?
Thinking about college tuition? Wondering about how to pay for that college degree? You are not alone. Many families turn to their home as one source to pay for college bills. But is it the smartest thing to do? A...
Saving for College: 529 Tax Benefits Versus Plan Fees
Do the tax benefits of a 529 college savings plan outweigh the typical program’s costs? This is an important question since many parents are bombarded by marketing messages telling them the best way to save for college is through the...
Colleges Want You: Be Prepared
This isn’t just a mantra to boost your student’s self-esteem. This is the reality behind much in the way of college admissions. Colleges will pay for those students it wants. BUT for students to qualify for merit-based scholarships and grants...
College Funding: The 529 Solution
As kids we all remember paint by numbers. These were simple and fun. As parents we all want to find an equally simple to use solution to paying for college. Qualified Tuition Plans, also referred to as 529 Plans, seem...