Secure Act 2.0: Reminders for 2024 Secure Act 2.0: Reminders for 2024 December 1, 2023 On December 29, 2022, the SECURE Act 2.0 (SECURE 2.0) was signed into legislation. Many provisions included in the bill will be phased into effect over the next several years. Here are some of the notable provisions for individuals that
Estate Planning Basics: Don’t Leave Your Estate in a “Purple Haze” Estate Planning Basics: Don’t Leave Your Estate in a “Purple Haze” November 8, 2023 Estate planning may be one of the last things that anyone wants to think about. Not only is it difficult to contemplate our mortality, but human beings may also have
Understanding the FAFSA Simplification Act: What It Means for You Understanding the FAFSA Simplification Act: What It Means for You September 5, 2023 In recent news, you might have caught wind of the buzz surrounding student loans—from talks about potential loan forgiveness, the return of interest, and the resumption of payments. While these discussions mainly
Where are Interest Rates Heading? Where are Interest Rates Heading? October 1, 2023 The chances are high that many have seen the recent headlines that interest rates could stay “higher for longer.” But what exactly does “higher for longer” mean and is this a foregone conclusion or just a possibility? Also, where did this “higher
Credit Cards: Which Card is Right for You? Credit Cards: Which Card is Right for You? September 5, 2023 Credit cards are kind of like chainsaws. When used properly they can be extremely helpful tools, but if they are used improperly, they have the ability create a horrendous amount of damage. Considering this, it’s important
Securing Your Future: 3 Retirement Savings Options for New Businesses Securing Your Future: 3 Retirement Savings Options for New Businesses August 1, 2023 As a business owner, having the freedom to call the shots and chart your own path is exciting. However, there are less glamorous aspects of running a business that often slip under
Having Kids? Financial Items to Consider Having Kids? Financial Items to Consider July1, 2023 You found the spouse of your dreams and got married. So now what?! For some, the next step is to have kids. While having children can be the greatest gift ever received, it is important to remember that they are expensive
5 Considerations When Renting Your Home 5 Considerations When Renting Your Home June 1, 2023 Generating rental income can be an excellent way to earn passive income, while offsetting some of your expenses! Here are a few key considerations to keep in mind when renting your house: Research the Market Research rental rates for similar
FIRST TIME HOMEBUYER – Things to Consider Before Taking that Leap FIRST TIME HOMEBUYER – Things to Consider Before Taking that Leap May 1, 2023 Life is full of many exciting firsts. Your first steps, your first car, your first love, your first job, and now your first home! You’ve made it to what most
The Various Ways to Hold Title of Assets The Various Ways to Hold Title of Assets April 1, 2023 Have you ever purchased your first home or opened a taxable account and got hit with the question “how would you like to hold title to this”? Most people just look confused like a deer in
