Loading...
Our Wealth Planning Blog2026-08-20T22:35:38+00:00

BROWSE OUR BLOG TO LEARN MORE ABOUT RETIREMENT PLANNING, TAXES, AND MORE!

Our Wealth Planning Blog

A History of Modern Credit and Why It’s Important Today

You’re probably familiar with credit in your everyday life. Many Americans have credit cards, use them for everyday expenses, and (most) try to act responsibly to increase their credit scores. But where did it all come from? How did “credit” come about? And why is it such a prevalent part of our daily lives? The History of the US Credit [...]

March 9th, 2026|Blog, Blogs, History|

Celebrating National Credit Awareness Month

March is the start of spring, which means the chilly weather is subsiding, the days are getting longer, and you might even begin planning your summer plans. But March is also National Credit Awareness Month. While cleaning out your gutters or planting seeds might be on your to-do list, this month serves as a vital reminder to perform a different [...]

March 1st, 2026|Blog, Blogs, Financial Planning|

How Home Sales Are Taxed: What Every Homeowner Should Know

Selling a home is a significant financial event, and understanding the tax implications can help homeowners protect their profit and avoid unexpected liabilities. When you sell your residence, the gain you realize may be subject to capital gains tax, but in many cases, favorable tax rules can help reduce that tax burden. Let’s take a look at how the tax [...]

February 17th, 2026|Blog, Blogs, Tax Strategies, Taxes, Taxes & Tax Planning|

How Not to Make Mistakes on the FAFSA

By Brian Safdari, CCPS® Founder & CEO, College Planning Experts   When you hear that the FAFSA Simplification Act of 2023 made it easier to apply for federal financial aid for college, you may think, “This will be easy!” True, the act reduced the number of questions, but people still find the form so complex and overwhelming that the process [...]

February 12th, 2026|Blog, Financial Planning|

Your Time Is Now

Schedule Your Complimentary Review

Go to Top