On The Financial Pulse
Our Published Articles
At Wealth Planning Experts, we contribute our financial and professional insights to well-known publications on topics that matter to you.
Click below to read some of our featured articles.
5 Things Your Students Should Know About Federal vs. Private Loans by Brian Safdari, CCPS®️
The college application system seems designed to confuse families. Higher education is a business, and it doesn’t always look out for the consumer’s best interests. Here are five things families need to know about loans when they’re deciding what to do...
Terry Savage: Last chance to file the FAFSA for your college student
Time is growing short for parents of high school seniors (and those returning to college for the 2026-27 school year) to file the FAFSA — the Free Application for Federal Student Aid.
How to pay for college without sabotaging your savings
Whether your college-bound student is starting college this fall, next fall or the one after that, there are steps you can take in 2026 to help your child get their degree without sabotaging your savings or retirement. Here are some things to keep in mind based on when your child will be starting college.
Parents are sacrificing retirement, taking second jobs, and liquidating investments just to afford college for their kids
With the cost of college soaring, many parents are making major financial sacrifices like delaying retirement, liquidating savings, or taking second jobs to help their children avoid student debt.
What Is Tuition Insurance and How Does It Work?
Tuition insurance can help you recover your costs if you withdraw mid-semester due to an emergency, illness, or other covered reason.
A Parent’s Guide to Paying for College — Without the Debt
Tuition keeps increasing, challenging even families with plenty of money. Here are a few strategies that can help.
Here’s How Retirees Can Take Advantage of Trump’s Big Beautiful Bill To Help Their Grandchildren
The One Big Beautiful Bill Act (OBBBA) created a new tax-deferred account for minors called “Trump Accounts.”
Here’s How Retirees Can Take Advantage of Trump’s Big Beautiful Bill To Help Their Grandchildren
Brian Safdari, CEO of College Planning Experts has been featured in this article on The One Big Beautiful Bill Act (OBBBA) created a new tax-deferred account for minors called “Trump Accounts.”









