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Category Archives: Blog

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  2. Category "Blog"
Oct122022

Four Things Women Need to Know about Social Security

Aging/Caring for Aging Parents, Blog, Financial Issues Facing Women, Nearing Retirement, Personal Finance, RetirementBy Editorial TeamOctober 12, 2022

There’s no “right” answer for when to take Social Security. It’s an individual decision that must be based on many factors, including other sources of retirement income, your marital status, whether you plan to continue working, your life expectancy, and your tax picture.

Oct62022

2023-2024 FAFSA Opened on October 1

Blog, Education Planning, Family FinancesBy Editorial TeamOctober 6, 2022

The Free Application for Federal Student Aid (FAFSA) for the 2023-2024 school year opened on October 1, 2022. Here are some things you should know.

Oct52022

Tax Relief for Victims of Hurricane Ian

Blog, TaxBy Editorial TeamOctober 5, 2022

The Federal government provides special tax law provisions to help taxpayers and businesses recover financially from the impact of a disaster. For those affected by Hurricane Ian, these provisions could allow taxpayers to get a faster tax refund for the disaster loss

Sep292022

Living with Your Parents: Should You Stay or Should You Go?

Blog, Family Finances, Starting OutBy Editorial TeamSeptember 29, 2022

You’re an adult, and that distinction comes with some privileges, benefits, responsibilities, and choices to make, including the potential decision of whether to live with your parents or move out. Not surprisingly, there are pluses and minuses to either option.

Sep282022

Famous People Who Died Without Proper Planning

Blog, Estate, Family FinancesBy Editorial TeamSeptember 28, 2022

You might think celebrities have it all—they usually have cars, homes, jewels, and abundant wealth. However, many are missing a critical component: an estate plan.

Sep222022

Retirement Savings in a Volatile Market

Blog, Economy/Stock Market, Investment Selection, RetirementBy Editorial TeamSeptember 22, 2022

If you worry about your retirement investments during market downturns, you’re not alone. Unfortunately, emotions are often the enemy of sound investing. We cover some points to help you stay clear-headed during periods of market volatility.

Sep212022

Changes in the Section 30D Electric Vehicle Credit

Blog, TaxBy Editorial TeamSeptember 21, 2022

The Inflation Reduction Act of 2022 changes to the tax credit for electric vehicles. If you are in the market for an electric vehicle, review the new rules to help you maximize the credit you are allowed.

Sep152022

Will You Benefit from Biden’s Student Loan Relief?

Blog, Education Planning, Personal FinanceBy Editorial TeamSeptember 15, 2022

On August 24, President Biden announced federal student loan debt which includes up to $10,000 in loan relief and up to $20,000 in loan relief to borrowers who received a Pell Grant.

Sep142022

IRS Providing Penalty Relief to 1.6 Million Taxpayers

Blog, Coronavirus, TaxBy Editorial TeamSeptember 14, 2022

To help struggling taxpayers affected by the COVID-19 pandemic, the IRS is providing penalty relief to most people and businesses who file or filed certain 2019 or 2020 returns late.

Sep82022

What an Economic Slowdown Means for Your Small Business

Blog, Business Owner/Self Employed, Economy/Stock MarketBy Editorial TeamSeptember 8, 2022

While experts argue over whether or not we’re in a recession, small-business owners have more pressing questions, like, “How is a recession going to affect my business?” We explore ways to survive hard economic times.

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