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BerryDunn Wealth Management
Mastering Financial Aid Eligibility
For many families, financial aid programs help make higher education attainable. The first step in applying for aid is to complete the Free Application for Federal Student Aid (FAFSA). It is used to determine the student’s eligibility for federal aid programs, such as grants, work-study options, and loans. Schools also use the FAFSA to assess whether additional aid is available from an applicant’s state of residence and from the school itself. Read more...

Hidden Gem: HSAs in Retirement
When saving for retirement, you're probably aware of the benefits of using tax-preferred accounts such as 401(k)s and IRAs. But you may not be aware of another type of tax-preferred account that may prove very useful, not only during your working years but also in retirement: the health savings account (HSA). Read more...

Market Update for the Quarter Ending March 31, 2019
Strong March caps great start to the year...

Securities offered through Commonwealth Financial Network, Member Investment advisory services may be offered through Commonwealth Financial Network, a registered investment adviser, and/or BerryDunn Wealth Management, LLC, a state-licensed investment adviser. Advisory services and fixed insurance products and services offered by BerryDunn Wealth Management, LLC are separate and unrelated to Commonwealth. 100 Middle Street, Portland, ME 04101. 207-541-2200
Perspectives Fact v. Fiction
A 529 plan is a popular way for a family to save for college, but some distributions could affect a student's financial aid package.

True or false?
Distributions from a 529 plan owned by a student's grandparents won't affect that student's financial aid package.

Get the answer...

Barbara Appleby
Kristin Guibord