Get financial clarity, insight, and analysis delivered straight to your inbox.
Subscribe to our weekly blog.
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.
Point of Interest (Rates)
Interest rates are on the rise! What does this mean for your money? Well, it could be good or bad news depending upon where you keep your cash holdings. We’ve outlined how rising interest rates could affect your loan rates, credit card rates, investment returns, and more. Read on to ensure you’re getting the most yield from your cash holdings while those rates continue to rise.
Student Loan Forgiveness – What to Do With Extra Money
While it will sound boring to some, paying off loans or adding to your savings are two approaches that can help you now and grow your nest egg for when you need the money later.
Indiana 529 Plan: 5 Common Questions
A 529 plan is an investment account mainly for post-secondary education expenses. Money contributed is not deductible, but all earnings accumulate tax-deferred and are distributed tax-free if used for qualified education expenses.
Is There Relief in Sight for Housing Prices?
How things play out will depend on the future supply of existing and new homes for sale, the health of the mortgage market, and the consumer's financial well-being. If you are looking to sell your home, you might want to do so sooner rather than later.