Financial Aid Lookback Rules: 529 Plans, Retirement Accounts & College Planning
Preparing for college isn’t just about academics or choosing the right campus. It’s about making smart financial moves long before applications are due. From navigating financial aid forms to managing a 529 college savings plan or understanding how retirement accounts fit into the picture, timing and tax rules can make a big difference. One concept […]
How New Tariffs Could Impact Your Investments And What to Do About It
This week has been a rollercoaster for the markets, and I know many of you are feeling anxious. My inbox and phone have been overflowing with questions. Some clients are wondering if they should pull out of the market entirely, while others see this as an opportunity to invest while prices are low (i.e. “buy […]
How to Invest in Gold Bars: A Guide to Buying and Selling Physical Gold
Investing in gold bars can diversify your portfolio, offering a tangible asset that hedges against inflation and economic uncertainty. Unlike stocks or index funds, physical gold provides a sense of ownership and stability — something you can hold in your hands. This guide explains how to securely buy and sell gold bars, ensuring authenticity, safety, […]
What’s the Difference Between Market Holidays versus Bank Holidays?
Why knowing the dates when banks and markets are closed affects the way you manage money.
A Simple Financial Planning Strategy to Kickstart Your New Year
Knowing the holidays the U.S. financial markets and banks are closed is just as important as knowing their daily hours of operation.
Why You Shouldn’t Pay Attention to the Dow Jones
Most frequently referenced does not mean most accurate.
A Brief Guide to Economic Recessions: Everything you need to know and nothing you don’t
The word ‘recession’ is being thrown around more often, but what does it really mean?
Buy, Sell, or Stay: The Housing Market during COVID-19
What to do during the coronavirus pandemic
What Inflation Is And Why You Should Be Concerned About It
We hear the word ‘inflation’ thrown around a lot in discussions about the economy, but what is it exactly?
Market vs. Bank Holidays: What’s the difference and why should you care?
Knowing the holidays the U.S. financial markets and banks are closed is just as important as knowing their daily hours of operation.