Tax Planning and Retirement
Preparing for Retirement There is so much you must prepare for as you near retirement. You need to make sure you have enough saved in various retirement accounts, figure out the best time for you to file for social [...]
How Picking the Right College Can Avoid Student Debt
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 [...]
Traditional IRAs vs. Roth IRAs
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 [...]
Student Loan Payoff Plans
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 [...]
Medicare Annual Election Period
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 [...]