At first glance, retirement planning can seem quantifiable and formulaic. You map your retirement lifestyle, create a diversified portfolio aligned with your income needs, plan for healthcare, build a cash flow plan, establish wealth protections,…
Read More
The 7 Most Common Errors On Your 2021 Tax Return and How to Avoid Them
The dawn of 2022 brings opportunities to create new resolutions and financial goals—and it also marks the beginning of tax season. While tax day on April 18th can seem far away, this year’s deadline will…
Read More
Say Goodbye To The EFC and Hello To Its Replacement, Student Aid Index
Applying for college is a daunting task, and figuring out how you will pay for it can be downright confusing. Your mind is likely spinning with questions like, How much does it actually cost? What…
Read More
Should You Open A Roth IRA for Your Kids?
While most commonly used as a tax-efficient way to save for retirement, Roth IRAs have some unique traits that make them appealing to investors with many financial goals. In particular, opening Roth IRAs for your…
Read More
How Important Are Standardized Test Scores for College Admission?
Institutions have long used standardized tests to measure students’ competency in specific subject areas. Some of the more common areas consist of language, math, science, logic, and reasoning. Students of all ages have come across…
Read More