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Suzanne M. Antonelli, CFP®
Aug 21
Small Business Owners: Have You Filed Your BOI Report?
Companies are now required to report the individuals who own or control the entity and failure to comply results in costly penalties.
Chelsei J. Latsch, FPQP®
Jun 12
Leftover 529 Assets? Fund a Roth IRA!
A 529 account is a great, tax-efficient way to save for college expenses. Remaining 529 funds can now be used to fund a Roth IRA.
Melissa Fradenburg, AIF®, CDFA®
Apr 15
5 Strategic Financial Moves Post-Tax Season
Consider these five essential tips to leverage your current tax situation into a springboard for future financial growth.
Melissa Fradenburg, AIF®, CDFA®
Mar 14
Spring Cleaning for Your Finances
Dive into a spring cleaning for your finances, ensuring you step into the season with a refreshed and organized financial outlook.
Chelsei J. Latsch, FPQP®
Nov 18, 2020
Opening An HSA Today Can Help Keep Retirement Healthcare Expenses At Bay
Healthcare will likely be one of your largest expenses in retirement. A Health Savings Account (HSA) is a tax-free way to start saving now.
Chelsei J. Latsch, FPQP®
Oct 7, 2020
New Job? Don't Leave Your Money Behind
Were you contributing to a 401(k) or 403(b) before you decided to leave an employer and start a new job? Don't leave your account behind!
Suzanne M. Antonelli, CFP®
Jun 23, 2020
Unexpectedly Single
Advice from women who successfully navigated divorce, death, and the grieving process to reinvent their new normal.
Chelsei J. Latsch, FPQP®
May 13, 2020
Employers: Take Advantage of Tax-Free Student Loan Repayment Before It's Gone
A lesser known provision of the CARES Act allows employers to offer tax-free aid to employees to help them pay back their student loans.
Suzanne M. Antonelli, CFP®
May 9, 2020
Childhood Comes With An Expiration Date
Graduation season is approaching; your children and grandchildren are preparing to graduate from high school and are ready to launch into...
Chelsei J. Latsch, FPQP®
Apr 15, 2020
Some Good News: How The CARES Act Helps Student Loan Borrowers
The CARES Act offers relief and in some cases opportunities for student loan repayment.
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