As you’ve likely seen, the FAFSA application process has faced delays and technical issues since its redesigned form was soft-launched on December 31, 2023. Those issues are continuing for students who are enrolled in the 2024-2025 school year. Swipe for an overview of the situation and key steps to consider taking in light of continued issues. As always, do not hesitate to reach out if we can be of assistance. We are here to help with all financial and investing matters.
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In recent years, Americans have heard a lot of chatter about the Federal Reserve’s impact on interest rates and inflation. But what exactly does the Federal Reserve (Fed) do? Swipe through to learn the basics of the Fed, its goals, and why it matters for your investments! ➡️ Ready to make informed decisions? Follow us for more financial insights!
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Major life events like getting married, buying a home, or having a baby bring significant adjustments — and tax implications! Here are general questions to ask for each circumstance: 💍 Getting Married: What's the best filing status for our financial situation? Should we update our withholding? 🏡 Buying a House: Do I get a tax break when I buy a house? 👶 Having a Baby: Will I be eligible for the child tax credit? 💼 Changing Jobs: I'm making more money. Should I bump up my withholding? 🎓 Sending Kids to College: Can I claim tax credits and deductions for education-related expenses? Does it make more sense for my child to take the credits? 💔 Going Through a Divorce: What filing status do I qualify for after a divorce? 👴 Getting Ready to Retire: Should I be concerned about the tax implications of required minimum distributions? Will I pay tax on my Social Security benefits? If you've recently experienced a significant life change or expect to, we’re here to help answer these questions, with guidance tailored to your unique situation. Feel free to reach out anytime.
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Today, we’d like to bring attention to an important, under-discussed area of retirement planning — the gender gap. Even with strides toward equality, there's still a notable difference that affects women's retirement. Swipe for an overview of the gender gap in retirement planning and ways our team can help clients combat it. And for personalized retirement guidance, do not hesitate to give our office a call. We are here to help!
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Our team understands the complexities and emotions involved in planning for an anticipated inheritance. That’s why we have compiled a list of considerations to keep in mind if you have a potential inheritance. Swipe through to learn more. And, as always, know that our team is here to guide you every step of the way. Reach out anytime.
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🌟 Are you currently a caregiver or anticipate becoming one soon? 🌟 Balancing your life with caregiving responsibilities can be challenging, but you don't have to do it alone. Join us tonight for an exclusive webinar hosted by Lili Udell Fiore, a Certified Dementia Practitioner, and Certified End-of-Life Doula. 📅 Date: Tonight! 🕒 Time: 5pm - 6pm Lili will share her decades of experience and provide invaluable insights on: - Planning a peaceful death for your loved one - Coping with dementia - Caring for yourself as a caregiver - Tips and tricks for creating the best life for your loved one who is unwell This is a unique opportunity to learn from an expert, connect with other caregivers, and gain the knowledge you need to confidently navigate your caregiving journey. Don't miss out! Register now and mark your calendar for this must-attend event. Eventbrite Link: https://lnkd.in/ehzDJQ5E #Caregiving #Webinar #DementiaCare #EndOfLifeCare #CaregiverSupport #LiliUdellFiore
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Offering financial education and guidance can be a game-changer in how your employees approach their retirement savings and overall financial wellness. That’s why our team has compiled four best practices we can leverage together to make your 401(k) plan a pillar of empowerment and security in your workplace👉 If you would like to discuss 401(k) options, do not hesitate to reach out! We’re here to help you build a brighter future for your team.
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Are you looking to attract and retain the best talent? With the average employer match standing at an impressive 4.8%, offering a 401(k) plan with matching contributions is key to staying competitive! Here’s why 👉 If you would like to discuss 401(k) options, do not hesitate to reach out! We’re here to help you build a brighter future for your team.
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