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Tips for Applying for Student Aid

Tips for Applying for Student Aid

March 17, 2021
The Free Application for Federal Student Aid (FAFSA) is used to determine the financial contribution a family can make...
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What You Need to Know About Kiddie Tax

What You Need to Know About Kiddie Tax

February 16, 2021
Kiddie tax is a tax law that was implemented in 1986 to prevent parents from taking advantage of lower...
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Biden Extends Student Loan Repayments

Students Get a Break on Loan Repayment

February 8, 2021
Among President Biden’s executive orders during his first hours in office: continuing to delay student loan payments and interest...
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Should You Rollover an Ira To an HSA

February 5, 2021
For many people, health savings accounts (HSAs) provide an affordable way to pay for medical expenses. When paired with...
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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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IRA Conversions: What You Need To Know

January 30, 2021
Q: What exactly is an Individual Retirement Account (IRA) conversion and why would I want to take part in...
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Answers to 401(k) Questions

Answers to 401(k) Questions

January 27, 2021
Here are a few answers to less common questions about 401(k) retirement accounts. Q: What can I do...
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Traditional vs Roth 401(k)

The Traditional 401(k) vs. Roth 401(k)

January 21, 2021
Retirement savings plans can be confusing. If you’re in the working world, chances are that your employer offers a...
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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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Jeff Krumpelman Guest Appearance on Bloomberg Radio

Jeff Krumpelman Guest Appearance on Bloomberg Radio

January 15, 2021
The following recording is from  Bloomberg Radio  in which our own  Jeff Krumpelman  was a guest discussing the disconnect...
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Catch-Up Contributions: Saving As Much As You Can For Retirement

Maximize Retirement Savings With Catch-Up Contributions

January 13, 2021
As you are planning for your retirement, it’s important to save early and often. If you wish to maximize...
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Non-Cash Charitable Donations

January 11, 2021
Many investors will seek to offset potential tax liabilities by maximizing charitable donations. Making non-cash contributions can be a...
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