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Category: Financial Planning

What to Do if Your Identity is Compromised

January 18, 2022 |
According to Consumer Affairs, the U.S. experienced a 311% increase in identity theft victims from 2019 to 2020. This is partly due to the number of people working from home. Working on your own devices and away from corporate networks can provide an easier and more lucrative path for attackers. 
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End of Year To-Do's

Five Ways to Uplevel Your End-of-Year Finances

November 3, 2021 | , , , , ,
Visit any Costco or Target (two of our favorites!) and you’ll see that fall is officially over and the holiday season is upon us. Not to despair, however. With a solid nine weeks left in 2021, now’s a great time to run through some important “to-do’s” and finish the year with your finances in good order.
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Biden’s Tax Proposal: What Does It Mean For You?  

October 11, 2021 | , ,
On September 13th, Democrats on the House Ways and Means Committee released their highly anticipated, and speculated, proposed tax changes. It’s unclear how they will ultimately shake out, as Democrats need almost every vote they have to advance the changes. Regardless, the proposed measures are quite different from what many anticipated.  
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3 Ways to Uplevel Your College Planning

September 7, 2021 | , ,
THERE’S NO SINGLE, right way to legally crack the college admissions and financial aid systems. It’s up to teenagers and their parents to do the necessary work.
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Did You Receive a Child Tax Credit in July? Here’s What You Need to Know

August 2, 2021 | , ,
You may have noticed an unexpected deposit in your bank account (or check in your mailbox) last month from the Federal Government — the first installment of six advance Child Tax Credit payments to come. Congress increased the credit from its previous level of $2,000 per child to a maximum of $3,600 per child. 
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Three Tips for Anyone Thinking of Quitting Their Job

July 1, 2021 | ,
Before the pandemic, many professionals believed working remotely would help them find more balance. They craved increased autonomy, believing it would help provide renewed zest for their professions and lives.
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Possible Tax Changes Ahead – Make a Move or Sit Tight?

April 30, 2021 | ,
During last year’s Presidential campaign, then-candidate Joe Biden ran on a platform of expanded social programs paid for, in part, by proposed tax increases on wealthy Americans. The American Family Plan announced at the end of April would expand paid family leave, increase access to childcare and prekindergarten education, and make community college tuition-free.
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Women Have What It Takes to Buy a Home in Today’s Hot Market

April 25, 2021 | ,
In today’s competitive real estate market, it takes more than just money to claim the keys to the hot property everyone wants.
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