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...
Will I Ever See an Increase In My Savings Account Rate? August 3,2022. By J.D. Wolfsberg: Money market yields have inched up given the recent interest rate hikes by the Federal Reserve Bank. Using a hypothetical example and current average numbers, the yield on a...
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...
Top of Mind: 5 Charts for Investors June 20, 2022. Mark Barry, CFA: The first half of 2022 has proved challenging for investors, as a combination of appreciable headwinds has weighed on financial markets and pressured asset prices. These headwinds – inflation, rising...
