Zombie Debt: Is It Coming for You?
Old, often expired debts are being revived by collection agencies, targeting consumers with aggressive tactics. Want to protect yourself? Know your rights and get practical tips on handling these debt scavengers
Beyond Inheritance: The Executor’s Essential Role in Settling an Estate
Director of Research, Nick Antonucci, CVA, CEPA, is joined by Managing Associate Melanie Wells, CFP®, and Arun Gupta, Esq., estate planning attorney with Reeves Law P.C. to break down a situation where a son has been named the executor of his mother’s estate. Arun explores the order in which the process usually follows and the duties of an executor.
Can You Access Your Retirement Plan Money After a Disaster?
If you’ve been impacted by Hurricane Helene, Hurricane Milton, or any recent federally declared disaster, it may be easier than you think to access your retirement savings for recovery. Learn about penalty-free disaster recovery distributions and plan loans from retirement accounts.
Is Your Retirement Plan on Track? How to Know in Your 40s and 50s
Managing Associate Jarrett McKenzie, CFP®, CWS®, and Senior Financial Planner Molly Remeika, CFP®, are joined by Director of Investments Jacob Keen, CFA, to break down when investors should consider engaging with a financial adviser and how they can “test drive” their retirement plan.
FAFSA for 2025-2026 School Year Opens December 1
The FAFSA for the 2025–2026 school year will open on December 1. From understanding the Student Aid Index to creating your FSA ID, we’ve got tips to help you navigate the process smoothly.
Estate and Tax Planning in a Changing Political Landscape
Director of Investments Jacob Keen, CFA, is joined by Managing Associate Melanie Wells, CFP®, and Tax Manager Jessie Thomas, CPA, to explore the planning opportunities that may be on the horizon with the sunsetting provisions from the Tax Cuts and Jobs Act, a new presidential administration and Congress.
Avoid Financial Isolation: A Plan for Surviving Spouses
Research Analyst Nick Antonucci, CVA, CEPA is joined by Managing Associate D.J. Barker, CWS®, and Associate Josh Weidie, CFP®, CWS® to advise a couple preparing for one spouse to die. They cover the importance of using a records organizer, titling accounts, Powers of Attorney, and including the spouse in meetings with their trusted advisers.
If You Don’t Have a Will Yet, Why Not?
Think having a will can wait? 64% of Americans agree it’s important, but only 32% have one. 📝 We look at four common reasons people put it off—and why now is the perfect time to start your estate planning.
Federal Appeals Court Blocks SAVE Student Loan Repayment Plan
The U.S. Court of Appeals blocked the SAVE student loan repayment plan, leaving millions of borrowers in limbo. The plan, which promised lower monthly payments and faster forgiveness, now faces an uncertain future as the legal battle continues.
Chaos in the Sky: New Consumer Protections for Weary Airline Passengers
Airlines are still grappling with the fallout from the massive CrowdStrike IT outage in July, which caused widespread flight delays and cancellations. New federal laws and DOT rules are set to bring much-needed relief to passengers with automatic refunds for significant delays and cancellations, and more transparency on those pesky surprise fees.