Calculating the True Effect of Simple Interest

Guy A. Paredes, RFC®, RICP®

Monday, September 26, 2022

Figuring out how much simple interest can affect your loan or savings account can seem like a daunting task, but fear not. Calculating interest is as easy as multiplying a few numbers together. It's important to be aware of the...

Considerations During Medicare’s Open Enrollment

Stephen W. Richman

Thursday, September 22, 2022

How long has it been since you’ve reviewed your Medicare policy? With open enrollment fast approaching, there are a few questions you may want to ask yourself before you renew, add, drop, or switch coverage.Have you switched...

Celebrate National Hispanic Heritage Month

Guy A. Paredes, RFC®, RICP®

Thursday, September 15, 2022

From Sept. 15 to Oct. 15 we celebrate National Hispanic Heritage Month. It’s time to honor the culture and contributions of the Hispanic and Latin Americans that make up our great nation.National Hispanic Heritage Month started...

Do you have questions about the Student Loan Forgiveness

Mitchell Nelson

Saturday, September 10, 2022

The White House recently forgave up to $10,000 to student loan borrowers as part of a larger debt forgiveness program. There are still quite a few questions to be answered, but here are some key points to know.Pell vs. non-Pell: Loan...

Use a DAF to Maximize Your Charitable Contributions

Stephen W. Richman

Wednesday, September 7, 2022

Use a DAF to Maximize Your Charitable ContributionsIf you make regular financial contributions to charitable organizations and want to maximize the funds you already give, donating through a donor-advised fund (DAF) could be an option...