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Dec 5, 2022

Indiana’s School Scholarship Tax Credit

Indiana is incentivizing Indiana taxpayers with a 50 percent tax credit when they donate to eligible SGOs. The program supports students and families in financial need while financially rewarding donors. Indiana's School Scholarship Tax Credit Program is a win-win for everyone!

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Nov 28, 2022

Trouble in Paradise: The FTX Collapse

If you've read our previous posts about crypto investing, you've already received cautionary advice about this new and unregulated asset class of cryptocurrency. However, the collapse could serve as a pruning that is helpful for the industry's long-term health.

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Nov 21, 2022

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.

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Nov 14, 2022

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?

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Nov 8, 2022

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.

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Nov 7, 2022

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.

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Oct 31, 2022

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.

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Oct 24, 2022

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.

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Oct 17, 2022

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.

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Oct 10, 2022

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.

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Oct 3, 2022

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.

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Sep 28, 2022

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.

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