Donor-Advised Funds Combine Charitable Impact with Tax Benefits

By Mark Fissel
Posted on October 26th, 2022

A donor-advised fund (DAF) is a charitable account offered by sponsors such as financial institutions, community foundations, universities, and fraternal or religious organizations. Donors who […]

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Inflation Upside?

By Anne Zavaglia
Posted on October 4th, 2022

With inflation at a 40-year high, it may feel like doom and gloom.  Markets are down from their January peak, costs have soared especially for […]

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FAFSA Opens on October 1

By Mark Fissel
Posted on September 27th, 2022

For those with children attending college next year, the Free Application for Federal Student Aid (FAFSA) for the 2023-2024 school year opens on October 1, […]

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Building Blocks for Financing College with Less Debt

By Mark Fissel
Posted on December 17th, 2021

Financing a college education with the least amount of debt involves putting together a variety of resources in the most favorable way for your family. […]

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Year-End 2021 Tax Tips

By Mark Fissel
Posted on October 28th, 2021

Here are some things to consider as you weigh potential tax moves before the end of the year. Defer Income to Next Year Consider opportunities […]

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Is a High-Deductible Health Plan Right for You?

By Mark Fissel
Posted on September 29th, 2021

In 2020, 31% of U.S. workers with employer-sponsored health insurance had a high-deductible health plan (HDHP), up from 24% in 2015.1 These plans are also […]

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Women Face Challenges in a Post-Pandemic World

By Mark Fissel
Posted on September 29th, 2021

The COVID-19 economic crisis tested the mettle of all Americans, particularly working mothers. Research shows that the pandemic’s impacts on women have been far-reaching and […]

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Following the Inflation Debate

By Mark Fissel
Posted on September 29th, 2021

During the 12 months ending in June 2021, consumer prices shot up 5.4%, the highest inflation rate since 2008.1 The annual increase in the Consumer […]

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Proposed Tax Legislation

By Anne Zavaglia
Posted on September 29th, 2021

The House Ways and Means Committee released their proposed budget reconciliation recommendations in September as part of the Build Back Better Act. The tax legislation […]

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$3.5 Billion Budget Plan Gets House Approval

By Anne Zavaglia
Posted on August 26th, 2021

The House passed a $3.5 trillion budget resolution this week, and set forth plans to vote on the bipartisan infrastructure bill by the end of […]

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