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Building Blocks for Financing College with Less Debt
By Mark FisselPosted 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. […]
Learn MoreYear-End 2021 Tax Tips
By Mark FisselPosted 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 […]
Learn MoreIs a High-Deductible Health Plan Right for You?
By Mark FisselPosted 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 […]
Learn MoreWomen Face Challenges in a Post-Pandemic World
By Mark FisselPosted 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 […]
Learn MoreFollowing the Inflation Debate
By Mark FisselPosted 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 […]
Learn MoreProposed Tax Legislation
By Anne ZavagliaPosted 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 […]
Learn More$3.5 Billion Budget Plan Gets House Approval
By Anne ZavagliaPosted 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 […]
Learn MoreGrandparent 529 Plans Get a Boost Under New FAFSA Rules
By Mark FisselPosted on August 24th, 2021
529 plans are a favored way to save for college due to the tax benefits and other advantages they offer when funds are used to […]
Learn MoreTips for Managing an Inheritance
By Mark FisselPosted on July 29th, 2021
As the beneficiary of an inheritance, you will likely be faced with making important decisions during an emotional time. Short of meeting any required tax […]
Learn MoreStock Market Risks in the Spotlight
By Mark FisselPosted on July 29th, 2021
During March 2021, the widening availability of COVID-19 vaccinations, signs of improving economic conditions, and a third, $1.9 trillion stimulus package brought about more optimistic […]
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