Tax-Smart 529 Education Savings Plans
For many families, a huge concern is finding a way to pay for their children’s college education. Especially, with the climbing cost of higher education. According to the College Board’s Trends in College Pricing and Student Aid 2020 report, the average cost of tuition in 2020-2021 was $37,650 in private colleges, $10,560 at public colleges, and $27,020 at…
Read MoreStart Planning for Your Retirement
You can achieve your goals for retirement with proactive planning and wise asset management. Take action sooner rather than later to put yourself in the best position for the future you envision. It’s never too late to start. Begin exploring your retirement options and identify critical issues you should consider when planning. How much do…
Read MoreUpdate: New Small Business Grants, Changes to EIDL and PPP
The American Rescue Plan Act of 2021 (ARPA) provides billions in new funding targeting the hardest-hit small businesses. It also established a new SBA grant program, the Restaurant Revitalization Fund, to help restaurants, bars, and other related businesses impacted by the pandemic. New funding opportunities will be available in the coming weeks. In this post,…
Read MoreThird Stimulus Check Update: Find out how much you will get
The American Rescue Plan Act of 2021 authorized the third round of economic impact payments, also known as stimulus checks, for individuals and their dependents. These payments are non-taxable. Here are some frequently asked questions regarding eligibility, payment amount, income limitations, how payments will be delivered, and more. When will the third round of stimulus checks…
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