Resources

Resources

FERS Options for Separating Employees

If you leave your government job before reaching retirement eligibility, you have two main options regarding your FERS contributions:...

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Mortgage Loan Modification: A Lifeline for Struggling Homeowners

A mortgage loan modification is a process that allows homeowners facing financial difficulty to adjust the terms of their mortgage, making...

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Options For Individuals Seeking Tax Relief

Tax season is nearing which means people are readying their documents and preparing to file their returns by the deadline. However, there...

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Is Information Bias Impacting Your Investing?

In the age of information, the abundance of data available to investors is both a blessing and a curse. While access to news, analysis, and...

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1 Million Taxpayers Are Eligible For The Recovery Rebate Credit (RRC)

Thanks to the Recovery Rebate Credit (RRC), one million taxpayers will receive up to $1400 by the end of January 2025. Also known as...

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January is Financial Wellness Month

January, being Financial Wellness Month, is an ideal time for households to initiate or revisit conversations about money management....

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Don’t Include These In A Living Trust

A living trust is a legal document that allows you to designate a trustee to manage and distribute your assets according to your wishes...

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Dealing With A Debt Collector

From unexpected expenses to healthcare emergencies, there are many unforeseen events that can send your finances into a spiral. If you’re...

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Budget Strategies For The New Year

Several surveys show that one of the most common New Year’s resolutions is saving more money. A key to accomplishing this goal is to set...

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AI’s Role In Personal Finances

More than a few of us have a “friend in the industry” that we corner at cocktail parties asking for advice about our personal finances....

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