The past two presidential administrations have focused on contrasting fixes for the student loan debt problem. Keeping up with the changes can be a bit of a chore, so here is a simplified explanation of two recent student loan repayment updates. Borrowers will certainly cheer the first, but the … [Read more...]
Winter 2024 Financial Planning Newsletter
The Winter 2024 Financial Planning Newsletter is now available. It includes an investment market update and some observations about market responses to the Fed's actions. In addition, we provide some updates on the tax consequences of student loan forgiveness and how to fund a Roth IRA from a 529. … [Read more...]
Financial Planning 2023 Q1 Newsletter
The 2023 Q1 financial planning newsletter is now available. It includes highlights of the Secure Act 2.0 and how it will affect you, as well as student loan and investment market updates. In addition, we cover 2023 retirement plan contribution limits and tax season reminders. Please click here to … [Read more...]
December 2011 Personal Finance Newsletter
The December personal finance newsletter is now available. It includes information on a new student loan repayment program going into effect in January 2012, gift tax strategies, and tips on keeping your online accounts secure. Plus, for those that enjoy history, there's some perspective on stock … [Read more...]