Key College Funding Data: Help Clients Navigate the College Admissions Process Without Panicking

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Key Financial Data for 2019

Our new tax law means annual inflation adjustments for more than 60 tax provisions and changes affecting virtually all tax-paying adults in the country—plus the ongoing debate and additional fixes along the way. With tax reform still in the headlines, here is what you need to know about various tax brackets, thresholds, limitations, and exemptions for 2019.

2019 Retirement Calendar and Checklist to Keep Clients on Track

Most retirees just want to visit Oahu and pamper their grandkids, but there are critical financial tasks to handle throughout retirement. Here, we round up the important dates and duties to prepare clients, whether they are retired, semi-retired, or pre-retirement.

Where Should My Kids Apply to College?

Decision Point Planning: If you believe the hype, families these days have their kids applying to 10 or more schools, and acceptance rates are at record lows. What’s going on? Lynn O’Shaughnessy, creator of the Savvy College Planning Program, explains what a sensible college application process can look like for 2019.