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Blog

Have You Mapped Out How You Will Pay For College
Chuck Bates | Nov 5, 2021

Have You Mapped Out How You Will Pay For College?

College
Education
Financial Aid
How you pay for college can be as important as what you pay for college. Do not make these common mistakes.
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Don't Be Late, Apply To College Now
Chuck Bates | Oct 13, 2021

Don't Be Late, Apply To College Now

College
College Admissions
Financial Aid
Education
The Common App became available on August 1st for students attending college in the fall of 2022. Try to have all applications submitted by November 1st.
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Do Not Leave Money On The Table, Common FAFSA Mistakes To Avoid
Chuck Bates | Sep 22, 2021

Do Not Leave Money On The Table, Common FAFSA Mistakes To Avoid

Education
College
College Admissions
Financial Aid
According to a recent study* by the higher education team at NerdWallet, high school graduates in the U.S. left more than $2.9 billion in free federal grant
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NUA Choice A Tax Strategy to Consider If You Own Company Stock
Firm Staff | Sep 16, 2021

NUA Choice: A Tax Strategy to Consider If You Own Company Stock

Tax Planning
Retirement Planning
Do you own any of your employer’s company stock inside your employer’s 401(k), ESOP, profit sharing plan, or other retirement plan? Has it gone up in value
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Do You Know What
Chuck Bates | Sep 14, 2021

Do You Know What Demonstrated Interest Is?

College
College Admissions
Financial Aid
Education
Demonstrated Interest is a school's judgment on a student's interest in attending their college.
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Office

24 Greenway Plz 
Houston TX 77046

Contact Info

P: (713) 840-9300
F: (713) 840-0012
E: loyd@stegentequity.com

     

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This firm is not a CPA firm. Registration does not imply a certain level of skill or training. Information presented is for educational purposes only and is believed to be factual and up-to-date. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change. Nothing in this website should be construed as investment advice and does not take into consideration your specific situation. All investments involve risk. Past results do not guarantee future performance.

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