Valerie Flores
New Retirement Savings Options for 2024
The SECURE 2.0 Act, passed in December 2022, made wide-ranging changes to U.S. tax laws related to retirement savings. While some...
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Valerie Flores
- Sep 12, 2023
Department of Education Launches New SAVE Income-Driven Repayment Plan
Starting in July 2024, the SAVE Plan will allow borrowers with undergraduate loans to cap their monthly student loan payments at 5% of...
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Thomas Schorn
- Aug 25, 2023
Congratulations 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...
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Thomas Schorn
- Feb 26, 2022
Wedding Checklist - Flowers, Cake, Prenup
Prenuptial agreements have the stigma of being unromantic and lacking trust or faith in a relationship’s longevity. But when constructed...
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