Part of a proper estate plan involves giving considerable thought to who will inherit your wealth once you pass away. Whether it is a person(s), charity, trust
Signed into law back in December 2022, the SECURE Act 2.0 delivered various retirement-related changes and provisions that built on the original SECURE Act of
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