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Retirement Reality Checklist
If you had to retire right now, could you afford it? No matter where you are in life or where you are with your savings, growing your wealth starts with having a plan that works for various stages of your life. In this guide, you’ll get a retirement reality check that will help
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College Planning
Connecticut Tax Deductions for 529 Savings
Connecticut Tax Deductions for 529 Savings By Tommy Martin, Financial Advisor To encourage families to save for college, Connecticut offers tax deductions or credits to
The Complete Guide to CHET 529 College Savings Plans
The Complete Guide to CHET 529 College Savings Plans By Tommy Martin, Financial Advisor In February of 2021, the CHET 529 plan changed management from
Student Loans
Income-Based Repayment (IBR) Guide
Income-Based Repayment (IBR) is one of the most widely available and use income-driven repayment plan options offered by the U.S. Department of Education. It is
Public Service Loan Forgiveness (PSLF) in 5 Easy Steps
Public Service Loan Forgiveness or “PSLF” is a federal program that promises to discharge your federal student loan balance after making 120 qualifying payments while
What is Temporary Expanded Public Service Loan Forgiveness?
In 2007, Congress created the original Public Service Loan Forgiveness (PSLF) program to incentivize college and university graduates to enter less lucrative public service jobs
How the CARES Act Helps Healthcare Professionals with Student Loans
The Coronavirus Aid, Relief, and Economic Security (CARES) Act is a $2 Trillion COVID-19 stimulus package. Let’s go over how the CARES Act helps physicians
Revised Pay As You Earn (REPAYE) Guide
Revised Pay As You Earn (REPAYE) is one of the many income-driven repayment plan options offered by the U.S. Department of Education to help manage
Retirement Planning
Are You Financially Ready to Retire?
Looking forward to retirement is something that many of us get excited about. We anticipate spending more time with family and on our hobbies, volunteering,
Don’t Let These Risk Threaten Your Wealth
Your retirement will be fraught with risks. A retirement tax bomb here; a risk to retirement bankruptcy there. Don’t let these risks threaten your wealth in retirement.
