We love to inform people on the latest industry trends and how to make educated financial choices. Be sure to stay connected with us, and updated with our discussions!
Should You Refinance Your Mortgage? [Video]
Wondering if you should refinance your mortgage? This video will walk you through what you need to know from loan-to-value to interest rates.
The Quarterly Advisor: Third Quarter 2022
The Quarterly Advisor: Third Quarter 2022 | Meet Our Team | Are We Out of the Bear Market? | Your Guide to Open Enrollment | And More!
Filling Out The FAFSA Form
The 2023-2024 FAFSA Season is now OPEN as of October 1! Check out our step-by-step guide to filling out the FAFSA form for your students heading off to college next year!
Filling Out The FAFSA: Getting Your FSA ID
Getting an FSA ID is the first step towards filling out the 2023-2024 FAFSA. Learn about why it’s important for every parent to fill out the FAFSA for their college-bound children!
The Mega Backdoor Roth Strategy
A Mega Backdoor Roth strategy is a powerful tool for high income earners that want to save more for retirement. Who can do it, and what are the rules you need to look for? Our in-depth article on the Mega Backdoor Roth will help you see if you’re eligible and then give you a step-by-step outline of how to maximize your retirement savings.
How to do a Backdoor Roth IRA Conversion [Video]
Can’t contribute directly to your Roth IRA? This video explains how the backdoor Roth IRA strategy works and when to do it.
How to do a Backdoor Roth IRA Contribution
A Backdoor Roth IRA strategy is a great way for people to save more money for retirement. But how does it work? And what are some of the rules you need to be aware of? Our blog answers these questions and gives you a step-by-step guide for doing a Backdoor Roth IRA.
How to Get the Most Out Of Your Savings Account [Video]
Do you tend use your savings account to hold onto cash? In this article, learn about what they are and what to look for in a savings account.
Social Security Cost of Living Increase in 2022
High inflation is going to lead to a significant Social Security Cost of Living Increase in 2022. How much of an increase can you expect, and how does this impact the Social Security system? We tackle these questions and more in this week’s post.
Your Guide to Open Enrollment & Employee Benefits [Video]
Open Enrollment is the period, from September to November, when you can change your employee benefits. Do you know what benefits you need?
Labor Day and Community Service [Video]
Labor Day and Community Service. We all love breaks from the routine Labor Day, for example, we don’t have to go into work we can do what we need. But what if this year you gave up your time rather than doing what you wanted.
Updates On The Market, October 2022
Markets have been volatile in recent months. We always want to keep you informed of what’s going on and how we’re managing portfolios through the volatility. Please read our October 2022 Update on the Markets, which summarizes what’s happened since our last update.