Tax and Money Stress? Financial Therapy can Help. March 25, 2022 The IRS Tax Season Begins officially in February, but for many filers, the stress begins long before this as soon as documents start arriving in the mail. Between balancing budgets and being confronted...
Student Loan Payment Pause Extension February 8, 2022: For those with outstanding student loan obligations, the weight of debt is heavy, even if placed on a backburner slightly due to the option of payment pauses made available by the government. Inflation, Omicron,...
Performance Considerations: Diversification and Benchmarks January 31, 2022. By J.D. Wolfsberg: In covering the financial markets, the media often focuses on three prominent market indices; ‘The Dow’ ‘The S&P 500’ and the ‘Nasdaq’. These popular indices represent...
PPP Loan Forgiveness and Tax Planning December 27, 2021: The approaching New Year will don a new tax season, and it’s time to consider what that means for any Paycheck Protection Program (PPP) loans you may have taken during the pandemic in order to keep your...
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...
Guest Blog: Is Long-term Renting a Bad Choice? September 15, 2021. By Ashley Agnew: A frequent question we receive from young professionals and those looking to downsize alike is simply this: is it worth it to buy a home? While there is no concrete answer and many...
