Insights + Resources

2020 Mid-Year Outlook

Jul 16, 2020

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Oct 21, 2020

Applications for the Free Application for Federal Student Aid (FAFSA) are now open for the academic year 2021-22. Applying for the FAFSA allows you to qualify for grants, scholarships, and other federally-sourced aid, such as work-study or student loans. The applications opened on October 1, 2020, and will be accepted until the deadline, June 30, … Continue reading “FAFSA Applications Open”

Oct 19, 2020

America’s debt is now nearly as large as its economy. On September 2, the Congressional Budget Office announced that by the end of the 2020 fiscal year (September 30), the federal government is projected to owe debt equaling 98% of the nation’s gross domestic product.

Oct 16, 2020

It should come as no surprise to hear the economy is the top issue for voters in the 2020 election. Nearly 8 in ten voters say that the economy will be very important to them when they cast their votes at the ballot box in just over two weeks.

Oct 14, 2020

When training to become a CERTIFIED FINANCIAL PLANNER®, much of our course work centers on the six critical areas of creating a financial strategy. Some recognize October as Financial Planning Month, so it’s an excellent opportunity to review those six personal finance areas.

Oct 12, 2020

With one year ending and a new one on the cusp of starting, many people will consider their resolutions—not their estate planning strategy. But the end of the year is a great time to sit down and review your preparations, especially when you’re spending more time with your loved ones; even more important if you … Continue reading “Estate Planning Strategies for Year-End”

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