The process of searching for and applying to colleges has changed dramatically. Navigating admissions, financial aid, and rising costs can feel overwhelming, but the right combination of strategies can make all the difference.
Read MoreA review of how long certain types of documents should be kept: for forever, the foreseeable future, and 12 months or less.
Read MoreA broad overview of just a few of the One Big Beautiful Bill Act’s tax laws that may interest you this year.
Read MoreThis means most people with ACA health insurance will see significant increases in premiums starting in 2026 and the expectation is enrollment will materially decline because of this (enrollment has doubled since 2021).
Read MoreIf you have children or grandchildren in high school, now is the time to help them prepare, not just academically but legally and financially as well.
Read MoreOnly 31% of financial advisors in the U.S. are women, and just 23% are CERTIFIED FINANCIAL PLANNER® professionals illustrating how vital it is for women to connect with other women in financial advising.
Read MoreWeather-related events, such as tornadoes, flooding and even wildfires, seem to be occurring more frequently and with greater intensity, which makes being prepared even more important.
Read More2024 revealed valuable lessons amidst the turbulence of shifting global economies and political climates.
Read MoreAs we step into the new year, the importance of safeguarding your identity remains more crucial than ever.
Read MoreThe new year is well under way with a GOP-led federal government and taxpayer expectations of an extension of the Tax Cuts and Jobs Act of 2017 (TCJA).
Read MoreThis year marks a significant milestone – our 25th anniversary!
Read MoreGreat news for Indiana residents on the horizon.
Read MoreHow do the new federal income tax brackets and standard deductions for tax year 2025 affect you?
Read MoreIf you haven’t reviewed your Part D coverage for next year, now is an excellent time to do so.
Read MoreThere are some changes Part D subscribers will see beginning in 2025.
Read MoreHere is a list of the top three things to keep in mind for your password security.
Read MoreWhat will happen if most of the Tax Cuts and Jobs Act’s provisions expire as scheduled on December 31, 2025?
Read MoreWhat is the difference between Login.gov and ID.me?
Read MoreWe are a women-owned firm delivering financial planning, investment management, & tax services.
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