Unless you have a crystal ball, estimating how much to save for future tuition costs can be tough. 529 plans are a popular financial tool for accumulating education savings and are at their most powerful when started early in a child’s life, but uncertainties abound. What will future college t...
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It has been a rough year for the markets, to say the least. After initially touching down about 23% for the year in June, the S&P 500 saw a quick recovery that erased more than half of those losses in just two months. However, the last 4-5 weeks have given up that brief recovery and […]...
Updated October 17, 2022 The Federal Student Debt relief program has launched a beta test of their student loan forgiveness application for borrowers up to $10,000 for all borrowers and $20,000 for Pell Grant recipients. Individuals who qualify must have federal direct loans and can check their loan...
Today marks the five-year anniversary of a wealth management milestone. On Friday, June 9, 2017, the United States Department of Labor enacted a new rule that required all financial advisors providing advice regarding qualified plans must forego any sales agenda and give advice that would benefit th...
It takes an enormous amount of time, effort and resources to become a physician–and there’s often a big celebration to commemorate the occasion. Yet, when it’s time to stop being a physician and embrace the next chapter, retirement, there is a fair bit of dread. So much dread in fact that doct...
Aside from your spouse and maybe your doctor, your relationship with your financial advisor will likely be one of the most important and intimate of your life. Or, at least, that’s what it should be. As a CPA and a financial advisor for nearly four decades, I’ve helped dozens of clients cra...
In mid-December 2019–in a world far, far away from our current COVID state of mind—Congress passed a significant piece of legislation that has major implications for the retirement, tax and estate planning of many Americans. Called “Setting Every Community Up for Retirement Enhanceme...
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