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Rapidly Approaching Year-End Tax Deadlines
Completing time-sensitive tax-related actions sooner rather than later means your focus can be on what truly matters during the holiday season – spending time with family and friends.
Let’s Play Poker: Go with the Odds!
So, with the odds of positive returns stacked in your favor, do you want to risk missing out to save yourself a bit of downside? Look at the list of risks – do you think you can accurately predict how even one of them will play out?
5 Ways to “WIN” Whip Inflation Now
While the 1974 "WIN" campaign may have ended with a whimper for President Gerald Ford, its central message remains true today. When inflation starts to creep up, take a look at your budget and finances and make the necessary moves to offset rising costs.
Student Loans 101
Considering the average cost of going to college has increased by as much as 2700% or about 4.6 times the inflation rate during the last 50 years, it’s not surprising that more people are applying for student loans to pay for their education.
Used Car Prices Finally Starting to Cool Off
If you are in the market for a used vehicle, you should feel relieved that prices are starting to cool. It's also good news that Hurricane Ian should only slightly impact the market and for a short period.
Financial Infidelity
There are plenty of reasons someone might conceal information or deceive their partner. For instance, a high-earning spouse may tell their partner they earn less because they fear their partner would spend more.
Planning for the Unexpected
Any health diagnosis is typically unexpected and can turn our world upside down. Understanding the financial impact can alleviate anxiety and allow you to focus your energy on the days ahead.
Business Entities – Choosing the Appropriate Structure
The decision on how to structure your business can be an arduous process. If this process becomes too cumbersome, consider speaking with your financial advisor to get their input and loop in an attorney when needed.
IPOs & SPACs: Where did they go?
One of the fascinating developments during the COVID-19 pandemic was Wall Street's short-lived obsession with IPOs and SPACs. The recent choppy performance of IPOs is a good example of how quickly high-risk investments can decline in a broad market pullback.
FAFSA Changes for the 2023-2024 School Year (And Beyond)
More than half of higher education schools haven't started preparing for the significant changes coming to the FAFSA. While we may have to wait a bit longer than expected to see the changes, some key topics remain.
The Doves Have Left the Nest
Statements by Fed Chairman Jerome Powell on August 26th poured cold water on the stock market rally. Powell has been using strong language to reiterate the Federal Reserve's position that tackling inflation remains the central bank's number one priority, and they intend to maintain this policy even if it causes "pain" to the markets or economy.
FAFSA: The First Step in College Financial Aid
If there are thousands of dollars at stake, you would expect most parents and students to be anxious to apply. But unfortunately, that's not always the case. So even if you think you won't qualify, taking 60 minutes to complete the FAFSA could be well worth your time.