It’s tax time again…
Collecting receipts and organizing tax forms. Compiling numbers and checking deadlines…
While you’re preparing, I made a short video discussing 4 things you should do before filing your 2023 taxes.
Secure Act 2.0: Laws are Changing!
The SECURE Act 2.0 is a massive new retirement bill that took effect on January 1, 2023.
Here’s a quick video on 3 key changes retirees should know. Enjoy!
SECURE Act 2.0: Big Changes!
Happy New Year!
I hope you had a fantastic end to your 2022 and are feeling refreshed and ready for 2023.
I wish I were bringing over some green smoothies and pressed juices to kick the year off. Instead, I have some new retirement rules for you. Fun, right?
I'm going to try to make it easy for you. Let's dive in!
Student Loan Forgiveness
Have questions about the recent student loan forgiveness announcement? I’ve got (some) answers.
(Share this with anyone you know who might need some clarity about their student loans. There's also a very important note about scams at the bottom that's worth sharing. #themoreyouknow)
You've probably heard by now that the government plans to forgive federal student loans for roughly 20 million Americans. (1)
Here's what we know about the loan forgiveness so far: (2)