by Tom Melecki | Jul 16, 2020 | Family Finances, Blog
By: Tom Melecki There’s nothing inherently wrong with college students having credit cards. In fact, 56% of them posses at least one. But help your student beware of all those offers from banks and other credit card providers at this time of year. After all, a credit...
by Savvy Ladies | Apr 16, 2020 | Blog, Family Finances, Knowledge Center
by Ann Garcia Currently two tax credits exist to help defray higher education expenses, the American Opportunity Tax Credit (AOTC) and the Lifetime Learning Credit. Each is slightly different but for most families, the AOTC is the most beneficial. . Eligibility is...
by Savvy Ladies | Apr 16, 2020 | Blog, Family Finances, Knowledge Center
by Ann Garcia Last week, the Department of Education released the FAFSA Formula Guide for the coming FAFSA. Before I give you that link, I want to share some basics about the FAFSA. I’ll also break out each section of it in depth in the coming weeks– hopefully before...
by Marguerita M. Cheng | Apr 9, 2020 | Blog, caregiving, Family Finances, Personal Growth
By: Marguerita M. ChengHow to Protect Your Credit from ScamsProtecting your credit from scams is an ongoing battle. If you’re feeling overwhelmed, you’re not alone. Research shows people aren’t as savvy at identifying scams as they think they are. Plus, you don’t...
by Laura Berger | Apr 2, 2020 | Blog, Career & Income, Family Finances
By: Laura BergerThe Coronavirus pandemic has dominated, well, everything. But a not-so-small consequence is many employees being asked or forced to work from home. While a dream for so many, so many now realize how daunting this shift truly is.Generally, the...
by Savvy Ladies | Mar 26, 2020 | Blog, Family Finances, Retirement
by Ann GarciaPerhaps the most frequently asked question we get is how to balance saving for retirement and college. And I can’t answer that in a blog post because the right way to balance depends on your specific circumstances. We have told clients to pause retirement...
