Resources in English
9-3-23 College Funding Seminar Recording
Shopping for college education is similar to shopping for a house or any big ticket items. Informed and uninformed families pay drastically different prices. In this seminar, April Deng (Ph.D.), a very experienced college funding expert, a mother of two college students, shared the following topics:
1. What tools to use to save for college?
2. How to maximize our chance to get most need-based financial aid?
3. What are the FAFSA changes? How those changes will impact our financial aid?
4. How to maximize merit scholarships?
5. See your financial aid package before you even apply!
April also gave out to the attendees free personalized college financial aid reports and side-by-side college comparison reports. Let's look at these three scenarios how these reports may help:
Scenario 1: Your student wants to study business. Based on her GPA and SAT, she has a good chance to get into great colleges like UT Austin, Rice, NYU, Duke and USC. Which one should she choose for her ED/EA application? Remember ED (early decision) is binding. A student who is accepted as an ED applicant must attend the college.
Should that decision be easier if you know how much scholarships and grants you may get from each school based on her academics and your family’s finances ?
Scenario 2: If your student has a 1500 SAT score, should he take the test again to boost his score in order to get more scholarships ?
Scenario 3: How much more aid money will we get if we repositioning that asset? Is it worth our effort?
6. What is Biden's SAVE Plan? How should we take advantage of it?
1. What tools to use to save for college?
2. How to maximize our chance to get most need-based financial aid?
3. What are the FAFSA changes? How those changes will impact our financial aid?
4. How to maximize merit scholarships?
5. See your financial aid package before you even apply!
April also gave out to the attendees free personalized college financial aid reports and side-by-side college comparison reports. Let's look at these three scenarios how these reports may help:
Scenario 1: Your student wants to study business. Based on her GPA and SAT, she has a good chance to get into great colleges like UT Austin, Rice, NYU, Duke and USC. Which one should she choose for her ED/EA application? Remember ED (early decision) is binding. A student who is accepted as an ED applicant must attend the college.
Should that decision be easier if you know how much scholarships and grants you may get from each school based on her academics and your family’s finances ?
Scenario 2: If your student has a 1500 SAT score, should he take the test again to boost his score in order to get more scholarships ?
Scenario 3: How much more aid money will we get if we repositioning that asset? Is it worth our effort?
6. What is Biden's SAVE Plan? How should we take advantage of it?
3-5-2022 College Webinar Recording
This was a 2-part webinar designed for 8-11 graders and their parents. During the 1st half, Judy Young, an Ivy school graduate, a mom of two Ivy school students, and a college admissions expert of 17 years, discussed about how to get into college. She gave guidelines and tips on high school course selections, extracurricular activities and summer camps.
In the second half, Dr. April Deng discussed 4 strategies to afford college education.
In the second half, Dr. April Deng discussed 4 strategies to afford college education.
Retirement Planning Lessons &Advice from a Recent Retiree
"This single expense costs us 40% of our income every year." - Chai Tamayo
We don't have a crystal ball to look into our future. We have no way to know for sure whether we are doing all the right things and avoiding the major mistakes to prepare for a worry-free retirement.
But now, you have the opportunity to do just that! You can borrow the vision from the a savvy retiree!
Dr. Chai Tamayo is uniquely qualified to talk about this topic. She and her husband recently retired from their previous engineering/scientist careers. They already started to enjoy various retirement income sources, but in the meantime, they became financial advisors a few years ago. Therefore they have been equipped with insider knowledge and a large tool box to further refine their retirement.
In this webinar, Chai shared what they did right, what they should have done, and what they are doing. Topics covered:
But now, you have the opportunity to do just that! You can borrow the vision from the a savvy retiree!
Dr. Chai Tamayo is uniquely qualified to talk about this topic. She and her husband recently retired from their previous engineering/scientist careers. They already started to enjoy various retirement income sources, but in the meantime, they became financial advisors a few years ago. Therefore they have been equipped with insider knowledge and a large tool box to further refine their retirement.
In this webinar, Chai shared what they did right, what they should have done, and what they are doing. Topics covered:
- What are the retirement planning challenges?
- What did they do right?
- What are the surprises?
- What adjustments are they making now?
Own Your Future (Business Opportunity Overview)
Articles about social security benefits
YOUR GUIDE ON YOUR ROAD TO MEDICARE
Useful Financial Calculators
A large collection of financial calculators provided by Nationwide, including Asset Allocation, College funding, RMD, Tax...