Posts tagged financial health

14 Strategies to Pamper Your Finances in This Year - Part 2

Last week, we delved into seven strategies to express care for your finances and family through intelligent, tax-efficient financial advice for the upcoming year. Discover additional insights by reading Part 2 of our series now. Continue reading.

Financial PlanningErica EndykeMarch 4, 2024financial health, financial planning, IRA, Donations, annual gift, Tax exemption, mort, Lifetime Asset Protection Trusts, comprehensive estate plan

This Recent Legislation Simplifies Balancing Retirement Savings with Student Loan Repayments

The SECURE 2.0 Act is designed to simplify the process of managing student loans while simultaneously contributing to retirement savings. Curious about whether you're affected? Discover more in our latest blog post this week.

Financial PlanningErica EndykeFebruary 15, 2024student loan debt, student loan, student loan repayments, SECURE Act, studentloan, student loan challenges, loan debt, financial health