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Don’t Be Caught Off Guard by a Phishing Attack Thumbnail

Don’t Be Caught Off Guard by a Phishing Attack

A phishing attack occurs when a hacker uses email to trick people into divulging personal information, which the fraudster can then use to steal your identity or money. Unfortunately, many often don’t realize they’ve fallen for a phishing scam until after they’ve been victimized.

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It’s Here: What You Need to Know About SECURE 2.0 Thumbnail

It’s Here: What You Need to Know About SECURE 2.0

On December 29, 2022, President Biden signed into law the Consolidated Appropriations Act, 2023, an omnibus spending bill that includes the SECURE 2.0 measure (a.k.a. the Securing a Strong Retirement Act 2.0). Broadly, SECURE 2.0 is intended to make retirement saving more straightforward and accessible to a wider range of people. As such, it encompasses many aspects of financial planning and retirement saving.

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IRS Benefit Plan Limits for 2023 Thumbnail

IRS Benefit Plan Limits for 2023

On October 21, 2022, the Internal Revenue Service announced cost-of-living adjustments that affect contribution limits for retirement plans and retirement accounts in 2023. Provided in this article are some, not all, of the key changes that retirement plan sponsors should be aware of, as well as several limitations that remain unchanged from 2022.

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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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