Valerie FloresSep 12Department of Education Launches New SAVE Income-Driven Repayment PlanStarting in July 2024, the SAVE Plan will allow borrowers with undergraduate loans to cap their monthly student loan payments at 5% of...
Thomas SchornAug 25Congratulations to Our Newest CFP®I am happy to announce that our in-house tax expert, Valerie Flores, passed the CFP® exam in July. Her clients know her as a...
Thomas SchornAug 1RMD Relief and Guidance for 2023In early 2022, the IRS issued proposed regulations regarding required minimum distributions (RMDs) to reflect changes made by the Setting...