In a recent article, “3 Ways to Get College Financial Student Loan Aid From the Government,” journalist Brian O’Connell explores how families can navigate rising college costs with the help of government-backed aid.
The piece was featured in NTD News, and highlights three key pathways: completing the FAFSA to access federal, state, and institutional aid, understanding the different types of federal student loans available, and exploring state-sponsored loan programs. It also touches on recent changes that may impact borrowing limits and repayment options, making thoughtful planning more important than ever.
Our Chief Investment Officer and CEO, Steven Rogé, contributed perspective around how these decisions fit into a broader financial plan. He emphasized the importance of balancing college funding with long-term retirement security, encouraging families to avoid overextending themselves. He also noted that focusing solely on a school’s sticker price can be misleading, and that evaluating net costs after aid may open the door to more affordable options. Additionally, he cautioned against trying to manipulate financial aid eligibility, reinforcing the importance of taking a responsible and transparent approach.
To view the full article, click here.
For tailored guidance on managing your wealth or questions about investment strategies, please contact our team of CERTIFIED FINANCIAL PLANNERTM (CFP®) professionals for a complimentary discovery call at 631.218.0077, or click here. We would be happy to show you how our financial planning process can help you stay on track and achieve your financial goals. You can also send us a message directly.
R.W. Rogé & Company, Inc. is an independent, fee-only financial planning and investment management firm serving clients locally and virtually across the country, with Long Island, New York, and Beverly, Massachusetts office locations. R.W. Rogé & Company, Inc. was founded on a “client first” culture and proudly commits to acting in your best interest as a fiduciary. We have helped clients Plan, Achieve, and Live® the life they want since 1986. To learn more about how we do this, as well as our process, explore our detailed overview of services and approach.
