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🎓 You saved for college. But could WHERE you saved affect financial aid?

Different types of assets may be treated differently when determining eligibility for need-based financial aid.

Think:

👨‍👩‍👧 Parent assets
🎓 Student assets
💰 529 plans
📈 Brokerage accounts
🏦 Retirement accounts
📑 Trusts

That makes college planning about more than simply accumulating money.

How the assets are owned and structured can matter, too.

Our newest blog looks at the relationship between investments, savings and financial aid.

🔗 Link in bio

#CollegeSavings #FinancialAid #FAFSA #529Plan #CollegePlanning #FinancialPlanning #Parents #EducationPlanning #NovaWealthManagement

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Sep 25

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Open post by nova_wealth_management with ID 17988239994061685
🎓 You saved for college. But could WHERE you saved affect financial aid? Different types of assets may be treated differently when determining eligibility for need-based financial aid. Think: 👨‍👩‍👧 Parent assets 🎓 Student assets 💰 529 plans 📈 Brokerage accounts 🏦 Retirement accounts 📑 Trusts That makes college planning about more than simply accumulating money. How the assets are owned and structured can matter, too. Our newest blog looks at the relationship between investments, savings and financial aid. 🔗 Link in bio #CollegeSavings #FinancialAid #FAFSA #529Plan #CollegePlanning #FinancialPlanning #Parents #EducationPlanning #NovaWealthManagement

🎶 **Workin’ 9 to 5…** 🎶

It’s 9-to-5 Day, so obviously Dolly had to come to work with us. 😂💃

Meetings ✔️
Phone calls ✔️
Financial planning ✔️
Research ✔️
Teamwork ✔️
Random office music video ✔️✔️

Just another day behind the scenes with Team Nova. 💙💛

Now be honest… did you sing the first line instead of reading it? 😂🎵

#NineToFiveDay #TeamNova #NovaWealthManagement #BehindTheScenes #OfficeLife #WorkLife #Teamwork #FinancialPlanning #WealthManagement #OfficeHumor

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Sep 25

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Open post by nova_wealth_management with ID 17987747559066211
🎶 **Workin’ 9 to 5…** 🎶 It’s 9-to-5 Day, so obviously Dolly had to come to work with us. 😂💃 Meetings ✔️ Phone calls ✔️ Financial planning ✔️ Research ✔️ Teamwork ✔️ Random office music video ✔️✔️ Just another day behind the scenes with Team Nova. 💙💛 Now be honest… did you sing the first line instead of reading it? 😂🎵 #NineToFiveDay #TeamNova #NovaWealthManagement #BehindTheScenes #OfficeLife #WorkLife #Teamwork #FinancialPlanning #WealthManagement #OfficeHumor

What do the letters after your financial advisor`s name actually mean? 🎓

When you`re trusting someone to help with your financial future, it`s worth understanding their qualifications.

Ask about:

📚 Education & training
🔄 Continuing education
⚖️ Ethical standards
🧩 Areas of financial-planning knowledge
🤝 Fiduciary responsibilities
💬 Their planning process

Credentials don`t replace the need to find an advisor who understands you.

But they can tell you something important about the education, standards, and ongoing requirements a professional has completed.

🔗 Read more through the link in our bio.

#FinancialAdvisor #FinancialPlanning #CFPProfessional #RetirementPlanning #WealthManagement #Fiduciary #FinancialLiteracy #NovaWealthManagement

View Instagram post by nova_wealth_management

Sep 24

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Open post by nova_wealth_management with ID 18075653102741723
What do the letters after your financial advisor's name actually mean? 🎓 When you're trusting someone to help with your financial future, it's worth understanding their qualifications. Ask about: 📚 Education & training 🔄 Continuing education ⚖️ Ethical standards 🧩 Areas of financial-planning knowledge 🤝 Fiduciary responsibilities 💬 Their planning process Credentials don't replace the need to find an advisor who understands you. But they can tell you something important about the education, standards, and ongoing requirements a professional has completed. 🔗 Read more through the link in our bio. #FinancialAdvisor #FinancialPlanning #CFPProfessional #RetirementPlanning #WealthManagement #Fiduciary #FinancialLiteracy #NovaWealthManagement

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