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Blog2024-08-05T13:04:50-07:00

5 Ways to Get Organized Financially in the New Year

January 5th, 2025|

The new year is the perfect time to refresh your financial goals and gain better control over your money. Whether you’re planning for the long term or just looking to simplify your finances, organizing your financial life can bring peace of mind. Here are five key steps to get your finances in shape for 2025. [...]

Tips for Filling Out the FAFSA

December 13th, 2024|

For families with college students, financial aid season has arrived. The FAFSA is now available, and unlike last year’s rocky rollout of a revamped version, this year’s form appears to be relatively glitch-free. If you’re debating whether to complete the FAFSA, here are a few reasons why it’s worth the effort: […]

Strategies for Navigating Uncertainty & Anxiety

December 5th, 2024|

When life throws us a curveball, whether it’s an unexpected election result or a negative life transition like a death, divorce, or job loss, it can be tempting to wallow in self-pity or obsess about the worst-case scenarios. Neither of these responses benefits our mental health or helps us cope effectively. Instead, we recommend a [...]

Proactive Tax Planning: Essential Strategies for the Fourth Quarter

November 5th, 2024|

As the year draws to a close, it’s time to focus on tax strategies that can minimize your liabilities and optimize your financial position. Acting promptly is crucial, as tax and financial professionals tend to be especially busy during the 4th quarter. Many tax professionals were occupied until after October 15th, working on tax returns [...]

Essential Cybersecurity Measures for Financial Protection

October 5th, 2024|

Cybersecurity Awareness Month, observed every October, highlights the importance of online safety. With frequent data breaches, nearly everyone’s data has likely been compromised. The “presumption of breach” principle advises us to assume our data is exposed and focus on proactive measures to secure our financial future. While you can’t prevent data theft, you can control [...]

A Crash Course in End-of-Life Planning

September 5th, 2024|

When my dad fell ill and passed away earlier this year, I received a crash course in end-of-life decisions and estate settlement. While my parents thankfully had a complete set of estate documents and the family generally agreed on what was best for my dad, I realized this was just the tip of the iceberg [...]

Navigating Out-of-Pocket College Expenses: Essential Tips for Students and Parents

August 5th, 2024|

As the fall semester of college draws near, excitement for this new chapter is building for first-time college students everywhere. It is also an important time to address some financial aspects to ensure a smooth transition. Whether you are a parent or a student, out-of-pocket college expenses (in excess of the published “Cost of Attendance” [...]