Insights for Smooth Sailing
Financial Aid
The FAFSA Simplification Act was passed in 2020, but several of the changes are being rolled out with aid applications for the 2024-25 school year.
Perspective on the Stock Market, June ‘23
With the Federal Reserve changing gears and inflation data showing continued relief, I thought now would be the perfect time to reach out with a more comprehensive update on the markets and the economy at-large.
Investing Needn’t Be Complicated
The initial process of developing an investment strategy doesn’t have to be complicated, but it does need to be thorough and intentional.
Tax Sheltering and Compounding
The American Families Plan that President Joe Biden introduced in late April contains several tax proposals which could have broad-ranging impacts for investors.
The Role of Home Ownership
Homeowners’ houses are investments like stocks and bonds. Explore the utilitarian, expressive, and emotional benefits, and how it affects your other financial choices.
Separate or Joint Accounts?
What's best for you? It depends, but sharing your financial journey with your spouse can have substantial benefits. Here are a few important things to keep in mind.