Starting a family is a major event that will result in parents making major adjustments to their finances. From birthday presents to college planning, raising a
With 2023 right around the corner, the IRS recently announced several contribution limits for retirement accounts as well as increased thresholds for income tax
With the Fall season underway, current Medicare beneficiaries are reminded that Open Enrollment is now available. From October 15th – December 7th, Medicare
Most investors consider their portfolio’s fixed income allocation as the safety net that can dampen equity volatility. While the interest rate environment has
The Biden administration recently announced a new Student Loan Debt Relief plan which seeks to provide aid to student loan borrowers as we transition back to
With the Free Application for Federal Student Aid (FAFSA) application date opening up on October 1st, students are given the opportunity to apply for federal
Near the end of 2007 as the market was hitting new highs, I wrote a post that was titled exactly opposite of today’s post. (As the market was hitting highs, our
529 plans are generally seen as the most efficient way to save for college. In addition, the Free Application for Federal Student Aid (FAFSA) is another
One of the most common questions raised when talking about retirement is ‘Will I run out of money?’ Many retirees have looked to the “4% rule” for guidance. In
We have all heard the phrases “Low Risk, Low Return” and “High Risk, High Return”. Like returns, the risk level of an investment can be measured as a percentage
Adjusted Gross Income (AGI) is an important line on a tax return which affects taxes owed. Common deductions are taken to arrive at this figure, e.g., IRA
When it comes to divorce, there are many financial decisions that must be made throughout the process. Estate plans, tax issues, and division of assets are