FAFSA for 2025-2026 School Year Opens December 1

By Broadridge Advisor Solutions
Posted on September 25th, 2024

For the second year in a row, the Free Application for Federal Student Aid, commonly known as the FAFSA, will be delayed. The FAFSA for […]

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If You Don’t Have a Will Yet, Why Not?

By Broadridge Advisor Solutions
Posted on September 25th, 2024

A will is a fundamental estate planning document. It outlines how you wish your property to be distributed, who should handle matters related to settling […]

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Q2 2024 Market Review

By Clint Edgington
Posted on July 15th, 2024

The quarter started with investor concerns of continued inflation subduing expectations of multiple rate cuts due to higher inflation readings and the Fed’s April release […]

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Maximize Your Tax Savings by Utilizing a Health Savings Account

By Anne Zavaglia
Posted on July 12th, 2024

Health savings accounts (HSAs) are available to those who participate in a high-deductible health plan. HSAs are tax-advantaged accounts that offer tax savings now and […]

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Superfunding 529 Plans to Reduce Your Estate and Taxes

By Anne Zavaglia
Posted on July 12th, 2024

529 plans are tax-advantaged plans similar to Roth IRAs; funded with after-tax dollars, tax-free growth, and tax and penalty-free withdrawals if used for qualified educational […]

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Do You Need to Pay Estimated Tax?

By Broadridge Advisor Solutions
Posted on June 26th, 2024

Taxpayers are required to pay most of their tax obligation during the year by having tax withheld from their paychecks or pension payments, or by […]

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Can Home Improvements Lower Your Tax Bill? It Depends

By Broadridge Advisor Solutions
Posted on June 3rd, 2024

Most home improvements are not tax deductible — with one possible exception. In certain situations, you may be able to deduct improvements deemed necessary for […]

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Social Security 101

By Broadridge Advisor Solutions
Posted on June 3rd, 2024

Social Security is complex, and the details are often misunderstood even by those who are already receiving benefits. It’s important to understand some of the […]

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Saving for College: 529 Plan vs. Roth IRA

By Broadridge Advisor Solutions
Posted on June 3rd, 2024

529 plans were created in 1996 to give families a tax-advantaged way to save for college. Roth IRAs were created a year later to give […]

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Q1 2024 Market Review

By Clint Edgington
Posted on April 22nd, 2024

U.S. Equity markets started 2024 off on a tear, although it’s since given a bit back since the end of the quarter.  The market has […]

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