Monthly Archives: October 2016

31 10, 2016

How Picking the Right College Can Avoid Student Debt

By |2020-09-30T10:23:50-07:00October 31st, 2016|Hope|0 Comments

The Right College for you! Most people are aware there is a lingering student loan debt problem in America. They may have heard about some of the precarious positions many borrowers now find themselves in. Most new students are aware of student loans and trying to become better educated when evaluating the decision to [...]

29 10, 2016

Traditional IRAs vs. Roth IRAs

By |2020-09-30T10:23:43-07:00October 29th, 2016|Advisory|0 Comments

IRAs (Individual Retirement Accounts) If you are looking to start an Individual Retirement Account you may be wondering where to start. The two main types of IRA accounts are Traditional and Roth. This article will explore the differences between the two types of IRAs so you can choose which works best for you. Tax [...]

29 10, 2016

Student Loan Payoff Plans

By |2021-06-24T13:45:57-07:00October 29th, 2016|Hope, Uncategorized|0 Comments

  As a Certified College Planning Specialist (CCPS) it becomes one of my responsibilities to help clients with borrowing strategies.  But there continues to be confusion regarding some of the student loan payoff plans currently available. As such I have become familiar with the Pay As You Earn (PAYE) Repayment plan. This is an [...]

27 10, 2016

Medicare Annual Election Period

By |2020-09-30T10:26:23-07:00October 27th, 2016|Financial|0 Comments

When Can You Elect New Medicare Benefits? The Medicare Annual Election Period, or AEP, happens each year. It starts on October 15th and ends on December 7th. During this time, you have the chance to change your Part C or Part D coverage. To prepare you for this Annual Election Period we have compiled [...]

24 10, 2016

Financial Planning for New Parents

By |2020-09-30T10:27:32-07:00October 24th, 2016|Advisory|0 Comments

Financial Planning is Not Just for Retirement Financial planning for new parents is an extremely important step. Why is this the case? As of 2013, it cost an average of $245,000 to raise a child to the age of 18. That does not even include the cost of college. To help with the immense [...]

13 10, 2016

IRA Beneficiary Trust

By |2021-07-21T05:07:29-07:00October 13th, 2016|Legal Documents|0 Comments

IRA Distributions Typically, when the owner of an IRA passes, the assets are given directly to the person, or people, named as beneficiaries of the account. These beneficiaries will receive the money outright. This can cause problems for some beneficiaries for a variety of reasons. Whether it is that they have creditors who [...]

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