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September 15, 2021

Spend or Save? Using the Child Tax Credit

by: Jen Verscheure

In March 2021, The American Rescue Plan1 (a $1.9 trillion stimulus package) was passed into law and one of the significant changes it included was...

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July 31, 2020

College Savings Month is Right Around the Corner.

by: Sany Bilani

Before you can talk about savings strategies for your children’s college education, you must be crystal clear on how you are going to pay for it....

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April 14, 2020

Federal Student Loan Borrowers Get Some Relief Due to COVID-19

by: Mathew Britt, CMT

On March 20, 2020, the Department of Education announced terms for student loan relief for tens of millions of borrowers in response to COVID-19....

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