A Fall Financial Checklist For many, autumn is the best time of year. The return of cool breezes, comforting foods, and pumpkins can be invigorating. It’s also a bookmark of sorts, especially for your finances—a perfect time to take stock of your spending after the summer’s over to see what lies ahead. These tips can [...]
Everything You Need to Know About FAFSA Each year, the U.S. Department of Education distributes more than $150 billion in grants, loans, and work-study awards to millions of college students. With these financial aid programs, tuition, room and board, books, and other college-related expenses can become more affordable for many families. To determine if your [...]
In the last several weeks, we have continued to face elevated uncertainty in financial markets due to high inflation and rising interest rates, and we thought it was an important time to take stock with the final quarter of 2022 just ahead. It has been a difficult year, not only for investors but also for [...]
Inflation Reduction Act: What You Should Know The Inflation Reduction Act, signed into law on August 16, 2022, includes health-care and energy-related provisions, a new corporate alternative minimum tax, and an excise tax on certain corporate stock buybacks. Additional funding is also provided to the IRS. Some significant provisions in the Act [...]
Planning a Family - Get to Know Your Health Insurance Policy Congratulations! You've decided to start a family. Up until now, your health insurance has probably been adequate, paying for routine doctor visits and prescription drugs. But now that you're facing a lifestyle change, you must make sure that your health insurance [...]
5 Tips for Navigating Medicare in Retirement One of the main concerns about retirement is health care. As healthcare costs continue to rise, medical bills may quickly derail your retirement plan. The good news is when you turn 65, you will be able to apply for Medicare, which provides you with coverage [...]
Should Investors Care at All When a Stock Splits? The summer of 2022 could be known as the Summer of Stock Splits, as several high-profile companies have either split their stock or announced their intention to split. Google’s parent company Alphabet is the latest, as it split its stock price by a [...]
Back to School for College Kids Many college students are looking forward to getting back to campus to continue their higher education and resume their normal life post-pandemic. Whether you're a first-year student or well-versed in college life, understanding proper money management in college may help set you up for a more [...]
Growth vs. Value - What's the Difference With the wide variety of stocks in the market, figuring out which ones you want to invest in can be a challenging task. Many investors feel it's useful to have a system for finding stocks that might be worth buying, deciding what price to pay, [...]
August Update: Big Week for Market Watchers 8/3/2022 Dear Valued Investor, Last week was epic for market-watchers. A Federal Reserve (Fed) rate hike, a much-anticipated gross domestic product (GDP) report, and the busiest week of earnings season got most of the headlines. There was even a surprise out of Washington D.C., with [...]
CONNECT WITH BOB