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...
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April Busby, CPA, CFP®
- Nov 2, 2022
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)
- Aug 31, 2022
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®
- Aug 25, 2022
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, CFP®, MS
- Aug 25, 2022
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, CFP®, MS
- Aug 25, 2022
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®
- Aug 25, 2022
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)
- May 9, 2022
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...
Nicole Renaux
- Apr 29, 2022
Special Considerations for Vacation Homes
Introduction A rustic cabin, a seaside cottage--buying a second/vacation home can be an alluring prospect. Before you decide to purchase...
Daphne Jordan CFP (R)
- Apr 29, 2022
Record Retention: Deciding Which Financial Records to Keep
Keep critical documents and records safe and secure but accessible in a time of need. Certain documents and records are too important to...
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