Olga Okaty Presenting On Medicare On November 1, 2022 September 30, 2022: We are excited to share the information for the USA500 Club’s November Carpe Diem Class – The A, B, C’s and D’s of Medicare with Lori Howell & Olga Okaty. This virtual event...
FAFSA Changes: Good News for Grandparent 529 Plans October 8, 2021: By Matthew Okaty: If you have ever filled out a federal student financial aid application (FAFSA) before, whether as the parent or the student applicant, then you know how cumbersome and daunting the...
Repost: Spring Cleaning Your Finances Originally posted May 14, 2018. By Olga Okaty: With spring arriving at last and beautiful weather beckoning, it may seem daunting to undertake any spring cleaning initiatives, especially financial ones. Mid-year, however, is a...
Tax Deadline Extended for Individuals March 19, 2021: The Treasury Department and Internal Revenue Service announced on March 17th that the federal income tax filing due date for individuals for the 2020 tax year will be automatically extended from April 15, 2021, to...
Discussing Personal Debt in a Relationship January 15, 2021. By Ashley Agnew: The beginning stages of a relationship are exciting as the shooting stars of promised wishes decorate the pleasant exchanges of new love. The encapsulating feelings of warmth and security...
