Posts Tagged ‘financial planning’

FAFSA for 2023-2024 School Year Opens on October 1

October is the kickoff month for financial aid. That’s when incoming and returning college students can start filing the Free Application for Federal Student Aid (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…

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Retirement Strategy: How Much Should I Save?

“Will I outlive my retirement money?” This is one of the top fears for people who are starting to prepare for their retirement years. Determining how much money you need in retirement is a process. It shouldn’t be a number that you pull out of thin air. The process should include looking at your current…

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Monthly Market Insights | August 2022

View Matt’s Monthly Market Insights on YouTube Here US Markets Stocks posted big gains in July, erasing some first-half losses. Investors attitude was encouraged by potential lowered inflation and recession worries and a better-than-expected start to the second quarter earnings season. The Nasdaq Composite lead the indices gaining 12.35% while the Standard & Poors 500…

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Why Everyone Needs an Inheritance Strategy

Of all the financial strategies that many people have in place, an inheritance strategy is usually not one. Discussing estate planning amongst family members can be uncomfortable even with the best relationships, let alone discussing the contents of an estate strategy and what you may be inheriting after your loved one is gone. But having…

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5 Empowering Investment Strategies for Women

On International Women’s Day this year, we had the honor of speaking to a group of professional women about financial planning strategies they can implement today. We wanted to share with everyone an overview of what we covered as so many could benefit from taking these simple strategies. Think about your life as it is…

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Year-End Tax Tips for 2021

As we wrap up 2021, it’s important to take a closer look at your tax and financial plans. This year likely brought up questions that significantly impact your personal and financial situation. Now is the time to work on your current tax strategies to make sure they are still meeting your needs and take any last-minute steps that could save you…

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Q3 2021 Stock Market Commentary

Market volatility is back in a big way. In our last report, we noted that the market was “climbing a wall of worry” as the market just seemed to go up and up and up despite pockets of bad news here and there. Late in the quarter, however, that unmitigated move higher finally hit a roadblock…

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Q1 2021 Stock Market Commentary

The market continued to surge higher as we said goodbye to 2020 and hello to 2021. Additional stimulus, mass vaccinations, and hopes for a return to a fully opened economy provided a nice backdrop for the market to further its gains. As rosy as that all sounds, we did run into some volatility late in…

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New College Cost Data for 2020-2021 School Year

Every year, the College Board releases updated college cost data and trends in its annual report. Although costs can vary significantly depending on region of the country and college, the College Board publishes average cost figures, which are based on a survey of approximately 4,000 colleges across the country. Following are cost highlights for the…

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Temporary Payroll Tax Deferral: What You Need to Know

On August 8, 2020, the president issued an executive order to allow the deferral of certain payroll taxes during the last four months of 2020, and the IRS recently provided related guidance. This has implications for both employers and employees. Here’s a brief summary of the issues. Already-existing payroll tax deferral provisions There are generally…

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