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Bridging the Gap

Between industry news and personal experience.

Maximizing the Impact of Your RMD: A Guide to Charitable Giving Thumbnail

Maximizing the Impact of Your RMD: A Guide to Charitable Giving

As we journey through life, retirement is often a highly anticipated milestone. It's a time to relax, explore new hobbies, and enjoy the fruits of your labor. But it's also a time when you may face Required Minimum Distributions (RMDs) from your retirement accounts. While these distributions are mandatory, they can also be an opportunity for generous and impactful charitable giving.

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Financial Literacy

Financial literacy refers to the knowledge, skills, and understanding of financial concepts, tools, and systems that enable individuals to make informed and effective decisions regarding their personal finances. It involves the ability to understand and apply various financial principles, such as budgeting, saving, investing, borrowing, and managing debt.

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Emotions In Investing

When it comes to investing, there are a number of things that can hurt our portfolio, pandemics, wars, recessions, bubbles bursting, and natural disasters, just to name a few. And as scary as those things are, the factor that can most adversely impact our portfolios is us. That’s why taking the emotion out of investing is so critical to being a successful investor.

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Public Service Loan Forgiveness Thumbnail

Public Service Loan Forgiveness

There is a tremendous amount of outstanding student loan debt in the U.S., $1.762 trillion! Of that, $1.606 trillion, 91.2% is federal student loan debt. There are 43.4 million borrowers with federal student loan debt, and their average balance is $37,014. There may be a way out if you can count yourself among those with outstanding federal student loan debt. We’ll explain what you need to know about Public Service Loan Forgiveness.

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College Savings Strategies

he cost of higher education has skyrocketed over the last two decades. Below are some 2022 numbers: The average cost of college has more than doubled in the 21st Century growing at 6.8% per year. The average cost of college is $35,331 per student year, including tuition, books, supplies, and living expenses.

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Common Estate Planning Mistakes

Estate planning is one of the most critical aspects of financial planning and something millions of us fail to do. In 2021, just over 30% of Americans had any estate planning documents. If you’re among that 30-plus percent, congratulations! You’ve taken an essential step in protecting your family.

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Year-End Tax Planning Reminders Thumbnail

Year-End Tax Planning Reminders

It might not seem like it now, but the end of the year will soon be here. Before we ramp up to the holiday season and all of the obligations that come with it, let’s take this downtime to get our year-end tax planning squared away so we can enjoy the time with our friends and family and minimize our 2021 tax bill.

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