The FAFSA Filing Deadline Is Approaching. Is Your Paperwork in Order?
The deadline for filing your FAFSA is June 30, 2021. If you have yet to complete this form for the 2021-2022 school year, follow these 5 steps.
Firm Update: John Sarabia earns CFP® certification
We are excited to announce Senior Client Service Associate John Michael Sarabia is now a CERTIFIED FINANCIAL PLANNER™ Professional! Learn more about John’s journey and the CFP® designation
Are SPACs Really All That Special?
Special Purpose Acquisition Companies, or SPACs, seem to be all the rage recently. But why are they gaining so much attention, and what should investors know?
The American Rescue Plan Act Has Passed: Here's an Overview of the $1.9 Trillion Stimulus Plan
Congress has officially passed a $1.9 trillion stimulus package. Here's an overview for business owners, families and individuals impacted by COVID-19.
Donating to Your Favorite Charities This Holiday Season? Keep These CARES Act Tax Benefits in Mind
This year, charitable contributions can count even more toward lowering tax bills for some. Thanks to the Coronavirus Aid Relief and Economic Security or CARES Act, which passed in late March 2020 amidst the coronavirus pandemic, your giving could stretch even further this tax season.
Navigating the Election: A Historical Perspective
2020 has been a year full of surprises, challenges, and adaptation. It has tested us as individuals, families, as a nation and as a global population. A worldwide pandemic, racial unrest in cities across America, and an upcoming U.S. presidential election may give rise to feelings of uncertainty, fear, and doubt about what the future holds.