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Financial Planning·8 min read·

How Hudson Valley Families Accidentally Lose College Financial Aid

The families who save the hardest for college sometimes open the smallest aid letter, because how you hold the money matters as much as how much you saved. Here is how college financial aid actually weighs retirement, 529, taxable, and student-name savings, where Hudson Valley families quietly cost themselves aid, and the moves a mid-career household can still make before the fall FAFSA opens.

Written by Peter Guggisberg, Financial Services Representative with Vermont Financial Group of NY (a MassMutual general agency) and the advisor behind Noah's Ark Financial.

Peter Guggisberg, financial advisor, Hudson Valley NY

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