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Category Archives: Blog

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Sep212023

College Forecast: Skepticism Toward Higher Education Rises

Blog, Education Planning, Family Finances, Starting OutBy Editorial TeamSeptember 21, 2023

A 2023 survey found 56% of Americans saying a four-year college degree isn’t worth the cost due to students graduating with significant debt and a lack of specific job skills vs. 42% who think college is worth it.

Sep202023

HDHP/HSA Pairing May Help Control Medical Costs

Blog, Family Finances, Insurance, Personal FinanceBy Editorial TeamSeptember 20, 2023

If your employer offers health insurance benefits, one of your options may be a high-deductible health plan (HDHP) with eligibility for a health savings account (HSA). These plans offer potential savings by encouraging you to make cost-effective choices in your medical spending.

Sep142023

Financial Aspects of Elder Care Planning

Aging/Caring for Aging Parents, Blog, Family FinancesBy Editorial TeamSeptember 14, 2023

When seniors reach the point where they can no longer care for themselves, challenges can begin to mount, and you’ll quickly learn if you have planned well or if there are gaps in your elder care plan.

Sep132023

Things To Consider When Starting a Business

Blog, Business Owner/Self Employed, TaxBy Editorial TeamSeptember 13, 2023

Choosing the entity type for your business is a critical decision that affects how you are taxed and your personal liability. Start off on the right foot by learning the pros and cons of each structure.

Sep72023

2024 Key Numbers for Health Savings Accounts

Blog, Insurance, Personal FinanceBy Editorial TeamSeptember 7, 2023

Embrace healthier savings! The 2024 HSA limit increases mean you can supercharge your medical fund even more.

Sep62023

Why Did Retirement Confidence Falter in 2023?

Blog, Nearing Retirement, RetirementBy Editorial TeamSeptember 6, 2023

The annual Retirement Confidence Survey found that workers’ confidence took a substantial hit: Just 20% of respondents felt very confident they will be able to afford a comfortable retirement.

Aug312023

Watch Out for Student Loan Repayment Scams

Blog, Education Planning, Family FinancesBy Editorial TeamAugust 31, 2023

With student loan payments resuming soon, be on the lookout for scam artists posing as legitimate debt relief companies, promising to help repay loans.

Aug302023

Time to Bulk Up Your Emergency Fund

Blog, Personal FinanceBy Editorial TeamAugust 30, 2023

Unexpected expenses can pop up at any time – that’s where an emergency fund comes to the rescue! Having a financial safety net gives you peace of mind and helps you tackle life’s curveballs with confidence.

Aug242023

Four Key Objectives of a Sound Retirement Plan

Blog, RetirementBy Editorial TeamAugust 24, 2023

A sound retirement plan should be based on your particular circumstances; however, once you’re retired, your income plan should strive to address four basic objectives.

Aug232023

Research Credit Available as a Payroll Tax Credit Doubled by the Inflation Reduction Act

Blog, Business Owner/Self Employed, TaxBy Editorial TeamAugust 23, 2023

The Inflation Reduction Act has a provision that could benefit many small business startups, allowing them to potentially double the amount of the research and development tax credit that can be used against payroll taxes from $250,000 to $500,000 per year.

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