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Financial Planning

Financial Planning – MISTAKES THAT CAN REDUCE YOUR FINANCIAL AID AWARD

Financial Planning - MISTAKES THAT CAN REDUCE YOUR FINANCIAL AID AWARD

Now when I say on-time, I mean early, and when I say early, I mean as soon as possible! The FAFSA becomes available for the Fall 2022 school year October 1st, 2021. Many schools and states award financial aid on a first-come, first-served basis and for those who put off completing the Read More...

Financial Planning – New Child Tax Credit Monthly Payment Details

Financial Planning - New Child Tax Credit Monthly Payment Details

Since the beginning of the year there has been a lot of chatter in Washington about various tax reform and estate tax changes, yet none have come to fruition at this point. However, one item that is set to begin is the new increased child tax credit. Starting on July 15th the increased child tax credit will start to be mailed out monthly for those who qualify. Prior to the American Rescue Plan Act (ARPA) qualifying families Read...

Financial Planning – Loan Tips For Incoming College Students

Financial Planning - Loan Tips For Incoming College Students

College decision day is here! Over the last week graduating seniors had to weigh in on their decisions to which college they would be attending in the fall and provide that school with their intent to enroll (on May 1st). What an exciting moment for students, especially with the roller coaster of learning/social challenges most have faced over their senior year, due to the pandemic. Read More...

Financial Planning – How to create a baseline budget for your child’s 4-year college degree

4-year college degree

Picking a college to educate your child is a lot like buying a home. You spend time researching different schools, programs within those schools, costs to attend, and so on. The biggest difference between the two however, are the steps most parents skip when determining what school they can actually afford. When you’re shopping for a home, the process forces you to think about your personal finances in-depth. Read More...

Financial Planning – Student Loan Paydown Strategy for 2021

Student Loan Paydown Strategy for 2021

Last week Joe Biden was inaugurated as our new president and among his slew of executive orders included the extension of federal student loan forbearance, through September 30, 2021. If you have federal student loans you may have received an email from your loan provider with these details. In essence, all federal student loan borrowers can continue to forgo their monthly payments and no interest on those loans will accrue until October 1st, 2021. Read More...

Financial Planning – What to Consider if Your IRA Portfolio Takes a Nosedive

“What to Consider if Your IRA Portfolio Takes a Nosedive”

The first half of 2020 has been marked by historical levels of volatility on the way down… and up.  During the steep drawdown in March our financial advisors were focused on trying to find productive ways to help our clients.  One of the key discussions in March, revolved around taking advantage of the draw down in asset values to perform a “Roth Conversion” – a strategy we would like to dive into Read More...