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Tax Season is Done; Now What? Tips for W2 Employees to Plan for Next Year's Taxes

Having a good understanding of the building blocks of your financial success can help you in many ways on your financial journey. Taking the time to think through the various areas of finances ahead of time, before issues arise, and then make a plan and follow through is the foundation of a successful money mindset.

The cost of college has skyrocketed, and it raises the question of whether the cost/benefit assumptions of a college education should be revisited.

Managing the volatility of investment assets by creating a diversified portfolio is one of the basic principles of investing. Dividing up your investments by asset classes can help you create the income stream you need, once you become dependent on your savings and investments in retirement.

Retirement planning is all about making sure you have enough assets, and that they are handled prudently, so they can provide you with the income you want throughout your retirement.

t’s been a multi-year process, but the FAFSA Simplification Act (FSA) passed back in 2021 is finally showing results, and the new FAFSA has rolled out online on December 31, 2023.

Even with a new, simpler version available, some families choose not to submit a FAFSA as part of their plan for paying for college.

When you think about building a financial plan that will help you meet your goals at every stage of your financial journey, from your younger working years through retirement, saving and investing are usually the first things that come to mind.

The inflation rate has come down from the forty-year highs we saw in 2022, but it is still elevated. While we are seeing relief on prices, there are some positive impacts of higher inflation.

The Federal Reserve’s meeting the first week of November went as the market expected: no change in rates. What wasn’t expected was the October and early November rollercoaster of bond yields. And by rollercoaster, think Kingda Ka (which is the tallest and fastest coaster in the world).