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Anthony Guzman, CFP®

Tax Planning for the Self-Employed

Self-employment is the opportunity to be your own boss, to come and go as you please, and oh yes, to establish a lifelong bond with your...

Anthony Guzman, CFP®

Gratitude During Bear Markets

Bear Markets Come and Go The longest bull market in history lasted almost 11 years before coronavirus fears and the realities of a...

April Busby, CPA, CFP®

Planning for the Future with an ABLE

If you or a family member has a disability, you may be interested in learning about a tax-advantaged option called an ABLE account which...

April Busby, CPA, CFP®

Charitable Contributions from IRAs

Did you know that, if you are at least 70½ years old, you can make tax-free charitable donations directly from your IRA? By making what's...

Daphne Jordan CFP (R)

New Cancellation for Federal Student Loans and Delayed Repayment to 2023

On August 24, 2022, just a few days before federal student loan repayment was set to resume, President Biden announced a plan for...

Nikki Yates, CFP®

Holding Equity for the Long Term: Time vs. Timing

Legendary investor Warren Buffett is famous for his long-term perspective. He has said that he likes to make investments he would be...

Shirley Sanchez, MS

Five Key Estate Documents

There are five estate planning documents you may need, regardless of your age, health, or wealth: 1. Durable power of attorney 2. ...

Shirley Sanchez, MS

How Will My 529 Plan Be Treated For Financial Aid Purposes?

The treatment varies depending on whether the account is owned by a parent or by a grandparent. Parents as account owner Under federal...

Nikki Yates, CFP®

Caring for Your Aging Parents

What is it? Caring for your aging parents is something you hope you can handle when the time comes, but something you probably hope you...

Daphne Jordan CFP (R)

High Inflation: How Long Will It Last?

In March 2022, the Consumer Price Index for All Urban Consumers (CPI-U), the most common measure of inflation, rose at an annual rate of...