Resources
Resources & Reading
We’ve cultivated some videos and articles that expand on trends and processes that may be of interest. We are constantly building our learning library, ensuring our clients and friends have a channel to learn more.

What About Financial Aid for College?
What About Financial Aid for College? Financial aid for college consists of loans, grants, scholarships, and work study. Grants and scholarships are worth searching for because they don’t have to be paid back, unlike student loans, which require an ongoing financial obligation, or work study, which requires a work commitment. There are generally three sources

What Are Some Tips for Managing My Money?
What Are Some Tips for Managing My Money? As with virtually all financial matters, the easiest way to be successful with a cash management program is to develop a systematic and disciplined approach. Spending a few minutes each week to maintain your cash management program, can help you keep track of how you spend your

Should You Speed Up Your Retirement Plans?
Should You Speed Up Your Retirement Plans? According to a March 2021 survey, an estimated 2.8 million Americans age 55 and older decided to file for Social Security benefits earlier than they expected because of COVID-19. This was about double the 1.4 million people in the same age group who said they expected to work

Working While Receiving Social Security Benefits
Working While Receiving Social Security Benefits The COVID-19 recession and the continuing pandemic pushed many older workers into retirement earlier than they had anticipated. A little more than 50% of Americans age 55 and older said they were retired in Q3 2021, up from about 48% two years earlier, before the pandemic.1 For people age

Inflation: How Long Will It Last?
In March 2022, the Consumer Price Index for All Urban Consumers (CPI-U), the most common measure of inflation, rose at an annual rate of 8.5%, the highest level since December 1981.1 It’s not surprising that a Gallup poll at the end of March found that one out of six Americans considers inflation to be the most

Planning to Quit Your Job? What to Know Before You Go
Planning to Quit Your Job? What to Know Before You Go About 4.3 million U.S. workers quit their jobs voluntarily in December 2021, after a record 4.5 million quit in November — the largest number since the Bureau of Labor Statistics (BLS) began recording voluntary job separations in December 2020.1 There are plenty of

What Is the Capital Gain Tax?
What Is the Capital Gain Tax? Capital gains are the profits realized from the sale of capital assets such as stocks, bonds, and property. The capital gain tax is triggered only when an asset is sold, not while the asset is held by an investor. However, when a mutual fund sells shares of its holdings

What Key Estate Planning Tools Should I Know About?
What Key Estate Planning Tools Should I Know About? By taking steps in advance, you have a greater say in how these questions are answered. And isn’t that how it should be? Wills and trusts are two of the most popular estate planning tools. Both allow you to spell out how you would like your property to
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