Welcome to Our Blog!
Subscribe to receive insights from our team—delivered to your inbox once a month.
The Social Security Fairness Act, HR 82
Signed into law January 5, 2025 This law repeals the Windfall Elimination Provision (WEP) and Government Pension Offset (GPO) for everyone who has retired under Social Security (SS) beginning effective January 2024. These reductions in SS applied to those receiving annuity payments from the any federal, state or...
Featured Picks
No Results Found
The page you requested could not be found. Try refining your search, or use the navigation above to locate the post.
Browse by category
Select a category to see more related content
All Articles
How to Protect the Ignored: Conversation for Financially Educating Employees
Written by: Chris Jamail No one likes to be ignored. Not back in high school, and not now by those who claim to help...
Taking a Financial Inventory
Taking a Financial Inventory Taking a financial inventory can be done by anyone, at any time. It’s a good first step...
FinPath May Workshop – Managing Your Household Finances After a Cash Flow Reduction
Hello everyone. Thank you, Darryl, for giving me the opportunity to share my story about cash flow loss. But this...
Why Financial Education Matters Today
Why Financial Education Matters Today April is National Financial Literacy Month - and we are suggesting some changes....
5 Tips for a Burden-Free Tax Season
5 Tips for a Burden-Free Tax Season We know it’s coming—every year. For some of us, it’s a great thing. For others,...
How to Assign a Savings Goal and Timeline
So, you have a goal in mind, but now what? Well, there are two important things want to define: how much you’ll need...
Economy and Markets in the COVID-19 Crisis with Professor Jeremy Siegel
You'll hear from Professor Jeremy Siegel, wisdom senior investment strategy advisor and the Russell e Palmer professor...
A Plan for Teachers: Get Your Finances Under Control
Once upon a time, educators across the spectrum, from kindergarten to university, retired with nice healthy pensions...
What is the difference between a financial planner and a financial advisor?
Financial planners focus more on creating plans to address short and long-term goals. These plans can be comprehensive...