Insights

So far, it’s been one of those years.

On August 24th, 2022, President Biden announced a Student Loan Forgiveness Plan through executive order. This newsletter is meant to provide information that is currently available on this student loan forgiveness and helpful details to determine if you qualify.

What happened yesterday? The S&P 500 went down more than 4.3%, the largest one day drop since June 2020.

Inflation, transitory at last?

Building the path for financial success can be stressful, especially if your family is young. You may be getting married, buying a new home, or deciding to have children. All of these are wonderful and joyous changes, but they can cause questions and uncertainty. There are ways to navigate through these changes, without having to take on additional stress and truly enjoy the time you have while your family is young.

Roth Individual Retirement Accounts (Roth IRAs) are an important planning and tax savings tool. If annual income is high enough to prevent Roth IRA contributions, a backdoor Roth IRA conversion can allow taxpayers to benefit from the tax advantages of a Roth IRA.

As the Fed raises rates, savers are rewarded, borrowing slows, and stocks are stuck in the middle.

In this issue we discuss bear markets, emotions, and opportunities.

We can all agree that life looks a little different in a post-COVID world. Even though many of us were already using electronic payments pre-COVID, there is an increased focus toward contactless payment options from several retailers.

Should your plans change when markets are bearish?