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A clear understanding of their financial goals
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A well-defined roadmap for achieving those goals
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Ongoing advice to help adjust their roadmap when their needs change
In July 2023, the Department of Education launched a new income-driven repayment plan for federal student loans called the Saving on a Valuable Education Plan.
Here are some things to consider when weighing potential tax moves before the end of the year.
When a mortgage is recast, the borrower puts money toward the principal balance of a home loan, reducing the monthly payment.
If you earn money through a payment app or online marketplace, you may be affected by a new tax reporting requirement.
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
How much do you need to save each year to meet your long-term financial goals?
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.