Consider looking close to home when seeking a loan
September 19, 2023
An interfamily loan may be a viable alternative to a current mortgage for family members looking to buy a home.
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Consider these ways to shield assets from litigation
An asset protection strategy should be part of any financial plan to protect assets from creditors and litigation.
Key FAFSA changes will impact student aid
Important changes to the FAFSA filing will take effect this year and impact student aid levels for some families.
College-bound students stay on track with a dynamic plan
Families with college-bound students may want to consider a plan with a dual approach to help achieve college planning goals.
Mapping out a plan for studying abroad
As more students consider studying abroad it is important to understand program requirements and map out a plan.
SCOTUS ruling on loan forgiveness underscores need to save
The need to save for college becomes more significant with less federal aid available and loan forgiveness proposal is struck down by SCOTUS.
IRS allowing heirs to skip RMDs in 2023
The IRS recently delivered more guidance for heirs on how to handle RMDs with inherited accounts.
How interest rates can make or break a strategy
Many financial planning strategies are linked to IRS interest rates and moves in rates may impact the success of a planning strategy.
Why unmarried couples need proactive financial planning
The number of unmarried partner households is on the rise and these couple face some unique financial planning challenges.
Tracking ways to avoid withdrawal penalties from retirement accounts
Sometimes savers find they need funds from their retirement account and it is important to understand the ways to avoid early withdrawal penalties.