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Your Guide to Year-End Financial Planning for 2022 Thumbnail

Your Guide to Year-End Financial Planning for 2022

As 2022 comes to a close, you’ll want to reassess your financial goals, examine any life changes that will affect your saving or spending, and learn about recent developments in the world of taxes and finance that might benefit you. Use these questions as a helpful guide for a conversation with your financial advisor.

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President Biden Announces Student Debt Relief Plans  Thumbnail

President Biden Announces Student Debt Relief Plans

On August 24, 2022, President Biden announced plans to offer student loan forgiveness to selected individuals. Here is a summary of the executive action that the Biden Administration plans to effectuate. It’s important to note that strong legal challenges to these provisions are likely because the changes are sought to be implemented without Congressional approval.

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FAFSA for 2022-2023 School Year Opens on October 1 Thumbnail

FAFSA for 2022-2023 School Year Opens on October 1

October is the kickoff season for financial aid. That's when incoming and returning college students can start filing the Free Application for Federal Student Aid, or FAFSA, for the next academic year. The FAFSA is a prerequisite for federal student loans, grants, and work-study, and may be required by colleges before they distribute their own institutional aid to students.

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To Buy or Not to Buy . . . When Do You Need Life Insurance? Thumbnail

To Buy or Not to Buy . . . When Do You Need Life Insurance?

Whether you need life insurance depends partly on your stage of life. If you’re younger, you may have less need for coverage. As you move along the path in life, you’ll likely have more of a need. And, as your responsibilities lessen, your need may decrease.

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Unsure When to Claim Social Security? Timing Has Its Benefits Thumbnail

Unsure When to Claim Social Security? Timing Has Its Benefits

For many Americans, social security benefits make up a significant portion of retirement income. When it comes to how much you will receive, you may be surprised to learn that you have a choice in the matter—and timing is everything. The longer you wait to claim your benefits, the larger your monthly payment will be, so when you start can determine whether you’ll have sufficient funds to achieve your retirement goals.

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  Enhanced Child Tax Credit for 2021 Thumbnail

Enhanced Child Tax Credit for 2021

The American Rescue Plan Act of 2021 makes substantial, temporary improvements to the child tax credit for 2021, which may increase the amount you might receive on qualifying children under the age of 18.

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What Will You Pay for Medicare in 2021? Thumbnail

What Will You Pay for Medicare in 2021?

Medicare premiums, deductibles, and coinsurance amounts change annually. Here's a look at some of the costs that will apply in 2021 if you're enrolled in Original Medicare Part A and Part B.

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