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Retirement-Planning-Webinars-For-Federal-Employees

Student Loan Forgiveness Update: The Latest Insights on IDR Account Adjustment

The U.S. Department of Education has unveiled a much-anticipated update on the Biden administration’s key initiative aimed at jump-starting student loan forgiveness for millions of

Retirement-Planning-Webinars-For-Federal-Employees

Estimated 2024 COLA to be Under 3%

The latest July 2023 CPI-W numbers are in. What is the impact on the 2024 COLA? Estimates are showing that the 2024 COLA may be

Retirement-Planning-Webinars-For-Federal-Employees

Donor-Advised Funds: A Simple Guide

Donor-Advised Funds (DAFs) have gained significant traction in the world of philanthropy, providing a versatile and streamlined approach to charitable giving. Whether you’re a

Retirement-Planning-Webinars-For-Federal-Employees

Understanding Beneficiary Designations: Per Stirpes

When it comes to estate planning, beneficiary designations play a crucial role in ensuring your assets are distributed according to your wishes after your passing.

Retirement-Planning-Webinars-For-Federal-Employees

Series I Savings Bonds – Still Worth Buying?

Are I bonds still worth purchasing? It was only a few months ago that I bonds were paying 6.89%. As of today, I bonds are

Retirement-Planning-Webinars-For-Federal-Employees

IRS Tax Penalties Explained

Are you a W2 employee or 1099? Are you receiving a fixed pension? With any of these, tax penalties can be severe if you incorrectly

ROTH CONVERSIONS: 2023 IS A GREAT OPPORTUNITY

Roth Conversions: 2023 is a Great Opportunity After a down market like 2022, Roth conversions have become an important topic of conversation with our clients. There are several reasons for this:

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