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Monday, July 17, 2023

Retirement planning requires careful consideration to ensure financial security in our golden years.  One popular option that has gained prominence in recent times is the Registered Index-Linked Annuity (RILA).  Designed to...

Monday, July 3, 2023

 Millions of Americans lost their jobs after the outbreak of COVID-19 in early 2020. For many, this disrupted their ability to repay their Federal student loans, so repayments were suspended in March 2020. They were originally set...

Monday, June 5, 2023

Should You Leave Your Family's Financial Future in The Hands of GoFundme? You May Not Have That Many Friends...Life is very unpredictable as we know it, and no one wants to dwell on the possibility of an untimely death.  However,...

Tuesday, May 16, 2023

Are you looking for a way to maximize your retirement savings and minimize your tax bill?  If so, you might want to consider starting a staged Roth IRA conversion plan.  This strategy involves converting a portion of your...

Monday, February 27, 2023

With the stock market constantly fluctuating, it can be hard to know which stocks to buy. Fortunately, there are several strategies to help you identify the best stocks to buy and build a portfolio that will make you money in the long...

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Tuesday, February 14, 2023

Key Takeaways2022 was an exceptionally bad year as inflation and higher interest rates wreaked havoc on markets.2022 is the only time in history where stocks and bonds each fell by more than 10% and even traditional inflation...

Monday, January 9, 2023

College remains the highest savings priority of parents of college-bound children. Over 75% of parents in this group, when surveyed by The College Investor (TCI), indicated that they’re currently saving for college. TCI...

Friday, January 6, 2023

Key TakeawayWhether it's the price of bread, gasoline, or rent, we all feel inflation. As consumers, we often feel inflation differently than the Fed measures In this month's On The Mark, we explore three aspects of inflation –...

Friday, December 2, 2022

Federal Direct PLUS Loans, commonly referred to as a Parent PLUS loans, are available to parents of dependent undergraduate students to pay for their child’s college education. There are no fixed annual or aggregate limits for...

Wednesday, November 30, 2022

Key Takeaways2022 has deal a blow to the 60/40 portfolio. While losses in a 60/40 portfolio are not unusual, losses in stocks and bonds simultaneously are unusual.Since 1928, with nearly 100 years of track records, the 60/40...

Friday, October 28, 2022

Series I Bonds have been in the headlines more than usual due to the recent rate hikes conducted by the Federal Reserve.  Per the Treasury Direct website Series I Savings Bonds that were issued May 1, 2022 to October 31, 2022...

Thursday, October 13, 2022

In August, President Biden announced the Federal Student Loan Forgiveness Plan (the Plan), which will cancel 20% of the outstanding Federal student loan debt of $1.5 trillion. Debt relief will be granted to 43 million borrowers,...

Monday, October 10, 2022

Last month (August) President Biden announced the Federal Student Loan Forgiveness Plan (the Plan), which will cancel up to 20% of outstanding Federal student loan debt. Loan relief will be provided to about 43 million borrowers and it...

Wednesday, October 5, 2022

The cost of college has nearly tripled since 1980 and Federal financial aid has not kept pace. Pell Grants once covered about 80% of the cost of a four-year public college degree for students from working families, but now...

Thursday, September 22, 2022

Midterms & MarketsKey TakeawaysHistorically, midterm elections have cost the incumbent presidential party seats in the House of Representatives.During midterm election years, market returns tend to be range-bound and volatility...

Tuesday, September 13, 2022

College Planning isn't easy and it doesn't get any easier when dealing with divorced couples. One thing most parents agree on is providing a higher education for their children. Don't leave dollars on the table as you plan for college!

Friday, September 2, 2022

Business owners hire their children for several reasons, such as instilling a strong work ethic, teaching responsibility, encouraging entrepreneurship, saving on taxes, and helping save for college. These benefits are the result of the...