Uncategorized Questions
College Prep & Payment
Parents of college students starting the fall semester have come to the moment of truth — the moment when it’s...
A Tale of Two Countries
When it comes to figuring out the economy, let me borrow the famous line from Charles Dickens: “It was the...
Money Education Needed (And YOU can help!)
The pandemic scrambled the personal finances of many people. But that’s not the only reason Americans are tangled in a...
Stock Market Surprise?
A sneaky market decline set the stage for a volatile week. But those looking behind the headline new highs posted...
Social Security Timing
Once upon a time – our parents’ time --Social Security was automatic: You reached age 65 and started collecting your...
Target Date Fund Warning
Are you one of the millions of Americans who have invested some of their 401(k) plan money in target date...
IRS Update: Refunds, Stimulus, Child Credit
The IRS has been the busiest agency of government for the past 18 months. To say the agency is multi-tasking...
Bitcoin Basics
Have you heard of Bitcoin? Probably, you’ve at least seen new headlines about the soaring price of this cryptocurrency. Don’t...
When Forbearance Ends
The extended period of mortgage forbearance is scheduled to end on June 30th. If you've been helped by this program,...
Student Loan Forgiveness for Public Service
The issue of student loans is bubbling away on the back burners of Congress. Forbearance authorized by the Cares Act...
Child Tax Credit – The Facts
More money is on the way to millions of American families with children. Here is the basic information you should...
Taxing Matters
Did Bill and Melinda Gates decide to get divorced now because of potential changes in the tax law? That’s the...
Where’s Inflation?
The latest economic numbers reflect strong growth, but no headline inflation. The Fed can’t find enough inflation to worry about....
Caregiving Costs Add Up
The pandemic has revealed some uncomfortable truths about aging. Social realities have a new perspective. And financial costs are suddenly...
Don’t Cash that Check!
The Federal government is in the process of sending out nearly $300 billion in stimulus payments of $1400 each to...
College Tuition, Student Loans & Taxes
When it comes to college and money, everyone is focused on getting money for college this year or wondering whether...
Credit Score can Improve
Have you checked your credit score lately? It might have improved during the pandemic, and there are steps you can...
A Brief HIstory of Taxes
The Internal Revenue Service has postponed the deadline for filing income taxes for 2020 to May 17, 2021, giving Americans...
Stocks for the Long Run!
As the stock market makes new highs and headlines, the pundits continue to debate which stocks will outperform. And how...
IRS/Treasury Update on EIP#3 and Tax Deduction for $10,200
The Treasury Department and IRS held a media call on Monday afternoon, updating information on tax issues related to the...
