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Student Loan Forgiveness 2022? 6 Questions To Ask

Posted on September 2, 2022

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Student loan forgiveness 2022? Where do your student loans stand right now? It can be pretty confusing to figure that out. Covid deferrals, loan servicer mistakes, and now forgiveness have led to a …

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Money: Values, Behaviors, Habits and Change

Posted on August 24, 2022

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Money values, behaviors, habits, and change: Perhaps there is something about middle age, or a pandemic, that creates the urge to examine values, behaviors, habits, and change. At my 25th college …

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Floridians: Wait ‘Til July 1 to Buy Kayaks, Grills and Broadway Passes

Posted on June 29, 2022

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Floridians, wait until July 1 to buy that kayak, new grill, or Broadway series pass. The state of Florida has a Freedom Week sales tax holiday encouraging us to a) get outside and b) get back to …

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Parents, Aging and Finances

Posted on June 22, 2022

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Parents, aging, and finances. Talking about aging with parents can be one of those difficult conversations we want to put off for another day. Like other difficult conversations, though, avoidance …

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The Ideal Retirement Plan: It’s About More Than Money

Posted on June 8, 2022

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The ideal retirement plan: it's about more than money. I knew a man who couldn’t wait to retire from his government job. With a few decades of hard work and wise money decisions, he was able to …

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The ABCs of Behavioral Economics

Posted on June 2, 2022

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The ABCs of Behavioral Economics: This article was originally published in NAPFA Advisor magazine. Behavioral economics, with its long lexicon of “biases,” has enjoyed great popularity for a couple …

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Inflation Relief: Florida 2022 Sales Tax Holidays

Posted on May 25, 2022

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Inflation relief: Florida 2022 Sales Tax Holidays. In inflationary times, every bit of savings can help. Florida sales tax runs anywhere from 6% to 8%, depending upon the county where you are making …

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Why am I getting a Tax Form 5498 in May?

Posted on May 3, 2022

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Why am I getting a tax Form 5498 in May?You may be receiving a Form 5498 in May If you have a Health Savings Account, a Roth IRA, or other IRA.  It might seem like you just got done receiving and …

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