Designed to put you in control of your own financial future, Income-Driven Repayment (IDR) Plans offer a pathway to manageable monthly payments and the possibility of federal student loan forgiveness. Here’s how to know if you qualify.
Inflation is still one of the biggest risk factors we’re watching this year, here’s why.
Adjusted Gross Income (AGI) and Modified Adjusted Gross Income (MAGI) are important concepts to be aware of when implementing tax planning strategies. However, there are several factors that affect your AGI/MAGI, and it can be challenging to keep track of them all. That’s where this guide will help.
In this installment of advisor commentary, we break down the most important trends in October 2023’s monthly market review.
When it comes to the economy, the data and our perceptions often don’t match. In this episode of advisor commentary, Marc Bautis discusses why you might not feel positive about the economy right now, despite the data.
If you're considering changing your Medicare coverage, now is the time — open enrollment has just begun. This step-by-step flowchart will assist you in evaluating your coverage options, ensuring you get the care you need.
In this installment of advisor commentary, Marc Bautis discusses the Israel-Hamas war and possible effects it could have on the economy and markets.
In this installment of advisor commentary, Marc Bautis discusses how recent consumer spending trends may affect the markets.