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Image for Nurses, Military, Teachers:  Get your Student Loans Forgiven!

Jan 3, 2022

Nurses, Military, Teachers: Get your Student Loans Forgiven!

The PSLF program hasn’t had the best reputation, but the recent changes should make it more user-friendly and accessible to the people it was designed to help.

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Dec 27, 2021

Goodbye 2021 – Oops, What Did I Forget?

When it comes to tax law and estate planning regulations, Congress is, if nothing else, unpredictable. While the Build Back Better bill appears to be dead in its current state, another bill will soon follow, offering up its own set of planning challenges.

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Dec 20, 2021

2021 U.S. Economy – The Bedel Barometer

The current score for the Bedel Barometer is +3. While we all know “past performance is not a guarantee of future results,” our economic metrics continue to improve with the slow reopening of the economy.

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Dec 13, 2021

Wow! Inflation over 7%

This inflation rate far surpasses the Federal Reserve's target of achieving an average inflation rate of 2% per year. Yet, despite this data, Fed Chair Jerome Powell has dismissed inflation concerns throughout much of the year because he believed higher prices were 'transitory.'

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Dec 6, 2021

Get Money from Your House

Maybe you want to renovate your home to avoid having to buy a new house in today's cutthroat market. Perhaps you wish to pay off higher interest credit card or student loan debt. Tapping home equity can be a viable and beneficial financial strategy for many reasons but also comes with its fair share of risks.

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Nov 29, 2021

Why Holiday Gifts May Cost More

We may be in the middle of the largest supply chain disruption since World War II. But what is the "supply chain," and how did we get into this mess?

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Nov 22, 2021

Widow Sells Her House: Tax Consequences?

When Harry met Sally, they bought a wonderful home for $50,000. They loved their home, neighborhood, and the fond memories created there. However, when Harry passed away, Sally decided it was time to move. Now, Sally is left wondering what the tax consequences might be.

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Nov 15, 2021

The Fed Tapering: What Does It Mean?

The rate at which the Federal Reserve has been purchasing assets is more than we have ever experienced. What signals does that send to investors, and how does the stock market react when the Fed buys or sells assets?

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Nov 8, 2021

It's Gifting Season!

Whether you gift your time, drop cash in the Salvation Army bucket, or make larger donations to charity via appreciated securities, every ounce of your giving helps fund a greater cause.

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Nov 1, 2021

How to Invest with the Cool Kids

Those who qualify as “accredited investors” or “qualified purchasers” gain access to investments not available to the general public and allow investors to access private investment funds.

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Oct 25, 2021

Retirement: Your Three Numbers

Retirement is a numbers game. Know your numbers and turn in your retirement notice with confidence. If you don’t feel comfortable running the numbers yourself, hire a financial planner to do the work for you.

Image for Completing a FAFSA? These Easy Steps Can Save You Time and Money

Oct 18, 2021

Completing a FAFSA? These Easy Steps Can Save You Time and Money

Following these four steps will take some time, but probably not as much time as you think. And, when you follow these steps, the likelihood of qualifying for financial aid increases incalculably.

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