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Tax Strategies for Funding Higher Education

February 4, 2021
Parents typically use 529 accounts to cover the costs of paying for their children’s college. The advantages are that...
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Relief For Students

January 21, 2021
If you have a college student who has had his or her semester of in-class learning turned into a...
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How to Select a Philanthropic Organization to Support

January 3, 2021
Recent studies show that we are a very giving country. In 2019, the United States was estimated to have...
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How Are Your Finances Affected by the CARES Act?

How Are Your Finances Affected by the CARES Act?

May 1, 2020
Q: The CARES Act contains so much information. Can you explain the pieces of the legislation that are of...
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CARES Act: What Does It Mean For You?

April 2, 2020
The full impact of the COVID-19 (coronavirus) Pandemic will not likely be known for many years. With new phrases...
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COVID Stimulus Package: Notes for Business Owners

April 1, 2020
With the massive impact of COVID-19 rippling across multiple industries and the resulting potential for a recession looming over...
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New Coronavirus Relief Package to Help Aid Americans and Businesses

March 2, 2020
Congress recently passed the “Families First Coronavirus Response Act,” bill, and the president signed it into law March 18,...
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Women Often Put Others First, Why Not Their Retirement Too?

Women Often Put Others First, Why Not Their Retirement Too?

February 25, 2020
Women juggle a lot of roles, from career professional to caregiver, but there’s one crucial thing most don’t do...
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Tax Advantages To Combining College Funding with Estate Planning

Tax Advantages To Combining College Funding with Estate Planning

February 17, 2020
When planning for a loved one’s education, it might make sense to combine college saving with estate planning. In...
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Health vs Wealth: Why Not Both?

January 15, 2020
The quest for good health is an ingrained pursuit in our society, and every year billions of dollars are...
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Tips for Improving Your Credit Score

December 3, 2019
Are you thinking about buying a second home and want a favorable interest rate on your mortgage and homeowners’...
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The Do’s and Don’ts of Sudden Wealth

November 12, 2019
The considerations and thought processes that accompany sudden wealth are incredibly important to think through before acting on. The...
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