Financial Aid 101
Many parents pay for college with a combination of savings, current income, investments and financial aid. By learning the basics of...
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Daphne Jordan CFP (R)
Aug 6, 2023
Is It a Hobby or a Business?
We often dabble in various activities during our downtime. Some people enjoy fishing, others enjoy photography. The range of enjoyable...
Daphne Jordan CFP (R)
Aug 6, 2023
10 Terms Every Investor Should Know
If you're new to investing, you may encounter some unfamiliar jargon. Understanding the following terms may help you become a more...
Milad Taghehchian, CPA, CFP(R)
Apr 5, 2023
New Solar and Battery Credits
The Inflation Reduction Act in 2023 changed tax credits for solar and battery installations. A bit of background The Investment Tax...
Milad Taghehchian, CPA, CFP(R)
Apr 5, 2023
What's up with the banks?
Concerns about the banking sector have been in the headlines for the last few weeks. Why did we see a few banks fail, and what does it...
Milad Taghehchian, CPA, CFP(R)
Apr 5, 2023
Changing EV Tax Credits
As of 2023, there are several tax credits available to those who purchase electric vehicles in the United States. These tax credits are...
Daphne Jordan CFP (R)
Apr 5, 2023
2023 Key Numbers
Almost every year various key numbers for retirement savings and gift tax are updated. It’s quite possible that you are already aware of...
Chris Cyndecki CFA, CFP®
Mar 28, 2023
Updates in SECURE Act 2.0
The $1.7 trillion appropriations bill passed by Congress at the end of last year included some notable provisions affecting workplace...
Chris Cyndecki CFA, CFP®
Mar 28, 2023
What to do with leftover 529 assets?
529 college savings plans have been useful vehicles for funding college expenses. Money invested within a 529 account avoids taxes on...
Anthony Guzman, CFP®
Nov 2, 2022
Tax Planning for the Self-Employed
Self-employment is the opportunity to be your own boss, to come and go as you please, and oh yes, to establish a lifelong bond with your...
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