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...
Student Loan Forgiveness, Refund, and Repayment Changes. September 9, 2022: As you likely saw, President Biden recently announced student loan forgiveness for millions of Americans. Alongside the President’s announcement, the Department of Education also proposed...
Ashley Discusses Retirement Timing with MarketWatch August 24, 2022: Amid the pandemic a rising share of U.S. adults over the age of 55 entered retirement. Environmental stressors paired with professional pressures increased burnout rates, and made many...
Remembering Gratitude in the Final Weeks of Summer August 10, 2022. By Ashley Agnew: While summer technically lasts well through September according to our calendars, mentally the end of August seems to signify the end of the season. In reason conversations I have...
Cutting College Costs Without Student Loans July 11, 2022. By Ashley Agnew: College tuition, next to a home purchase, continues to be the greatest expense many families incur in a lifetime. With tuition rates only increasing, it can seem like no amount of planning...
Measuring Inflation: CPI vs. the PCE Price Index June 23, 2022. By Matthew Okaty: Understanding all the inflation data presented in the news can be confusing at times, especially since there are different ways of measuring inflation, and it is not always clear which...
