Since taking office, President Biden has unveiled his new tax plan, which helps to fund the Build Back Better Program. There are three plans in this agenda: the American Rescue Plan, the American Jobs Plan and the American Families Plan. Each of these plans will have different impacts on taxes. As the tax changes roll […]
Financial Aid Changes to Know About for 2021
At the end of 2020, Congress made some changes to the Free Application for Federal Student Aid (FAFSA.) FAFSA is the application for students and their parents to receive government aid for university expenses. The main change that families should know about is that the process has been simplified significantly to make it more accessible […]
Top Five Investing Mistakes To Avoid
You know that investing is a critical part of maximizing your money and building wealth. But it’s not enough to just invest. There are some common investing mistakes along the way that can undermine your growth. Here are some of the top investing mistakes I see – and how to avoid them: Investing Mistakes: Timing […]
How to Plan Strategic Retirement Withdrawals
If you’re preparing for retirement, there are potential savings you should consider with your withdrawals. With just a few key moves, you could maximize your money and gain significant savings when it comes time to withdraw money in retirement. Here are a couple of the moves that pay off the most for retirees: Diversify for […]
2020 Tax Roundup and Updates
As you file your 2020 taxes, you might run across some differences from last year’s taxes. Whether these are from personal changes in your life or changes to tax rules and deadlines, it’s important to be aware of them before you file. Here are some of the major 2020 tax differences you might notice: 2020 […]
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