by John Cataldo | Mar 15, 2023 | Uncategorized
The SECURE Act 2.0, passed by Congress in late 2022, features numerous ways for you to save more money in your tax advantaged retirement accounts. Here are several of the bill’s provisions and what they mean for you. Money can continue to grow tax deferred. If you...
by John Cataldo | Feb 8, 2023 | Uncategorized
Financial goals make it possible for you and your partner to achieve the things you dream about. Here are several action items to create – and achieve – financial goals as a couple: Start talking sooner rather than later. Finances can be hard to talk about....
by John Cataldo | Jan 18, 2023 | Uncategorized
It’s tax season and you don’t want to miss an important receipt or form. Collect your tax documents using this checklist as a guide. Using a tax organizer or last year’s tax return, sort your tax records to match the items on your tax return. Here is...
by John Cataldo | Dec 12, 2022 | Uncategorized
Many people dream of making more money, but cutting expenses can have the same effect. Identify unnecessary expenses with these six money-saving ideas and help free up some cash: Eliminate late fees. Most late fees are the result of being too busy, traveling or simply...
by John Cataldo | Nov 2, 2022 | Uncategorized
Maximize Your College Financial Aid With These FAFSA Tips A brand new Free Application for Federal Student Aid (FAFSA) made its debut on October 1st, featuring 60% fewer questions and a host of other changes that aim to increase the likelihood that you can qualify for...
by John Cataldo | Oct 5, 2022 | Uncategorized
While there may be legal and Congressional challenges around the recent presidential executive order, here are some questions and answers about what is known so far about the announced student loan forgiveness program. Can the President forgive this debt? Who knows...
