Recently, the Department of Education announced some changes to the Public Service Loan Forgiveness program because of the impact of COVID-19. Now, more than ever, it’s important to seek professional help related to these matters.
The word, budget, can induce fear and anxiety for some people. But I would argue that creating a budget and being disciplined in the process creates more freedom and flexibility than the alternative.
529 plans can be a great way to save for future education costs for your loved ones. The State of Iowa recently made a few improvements to the College Savings 529 plan.
Selling a business involves numerous considerations, particularly the tax implications for key shareholders. There are potential tax advantages available to business owners and key employees that can help mitigate these costs. Let's take a look.
An important part of building out a financial plan is determining goals. Goals help us look at a financial plan with the “end” in mind.
May 29th is National 529 plan day. While there are many ways to save for future college expenses, a 529 plan remains one of the best.
Life insurance is an important component of a financial plan. An early death can create severe hardships for the surviving family if the proper amount of insurance is not in place. The recommended amount of life insurance will vary from family to family depending on a variety of factors.
Student loans for millions of Americans are set to resume in September, with payments due in October of 2023. If you have student loans that have been impacted, now is a great time to look them over and review options moving forward. This blog outlines just a few things to consider as payments resume.
Recently, the Department of Education announced some changes to the Public Service Loan Forgiveness program because of the impact of COVID-19. Now, more than ever, it’s important to seek professional help related to these matters.
The word, budget, can induce fear and anxiety for some people. But I would argue that creating a budget and being disciplined in the process creates more freedom and flexibility than the alternative.
529 plans can be a great way to save for future education costs for your loved ones. The State of Iowa recently made a few improvements to the College Savings 529 plan.
Selling a business involves numerous considerations, particularly the tax implications for key shareholders. There are potential tax advantages available to business owners and key employees that can help mitigate these costs. Let's take a look.
An important part of building out a financial plan is determining goals. Goals help us look at a financial plan with the “end” in mind.
May 29th is National 529 plan day. While there are many ways to save for future college expenses, a 529 plan remains one of the best.
Life insurance is an important component of a financial plan. An early death can create severe hardships for the surviving family if the proper amount of insurance is not in place. The recommended amount of life insurance will vary from family to family depending on a variety of factors.
Student loans for millions of Americans are set to resume in September, with payments due in October of 2023. If you have student loans that have been impacted, now is a great time to look them over and review options moving forward. This blog outlines just a few things to consider as payments resume.
Market declines are never enjoyable in the moment. But these kinds of intra-year pull backs are normal when looking at market history.
Housing affordability is trending in the wrong direction. Take a look at our chart of the month showing housing affordability over the last 50 years.
Investors are always on the lookout, it seems, for new and profitable ways to help make their dollars work for them. One that has come up quite often on our clients’ radars recently is Series I Bonds (or just I Bonds).
