National Dog Day #iamup

Kids starting college next Fall or kids in college now? Complete the FASFA even if you don't feel you need a loan or make too much. broadridgeadvisor.com/kt/HtmlNL.aspx…

IRS Announces Tax Inflation Adjustments for 2023 | ThinkAdvisor thinkadvisor.com/2022/10/18/irs…

Just posted a photo @ Belmont Village Senior Living Turtle Creek instagram.com/p/CkwonvIrNsA3…

Happy Holidays from VWM Planning. broadridgeadvisor.com/kt/HtmlNL.aspx…

What financial advisors can learn from Warren Buffett and Berkshire's 2023 annual shareholder meeting financial-planning.com/list/what-advi…

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Federal Student Loan rates for 2023 - 2024 Basics, Limits and Rates, Repayment, and monthly payments FYI, Direct loan rates are lower for undergraduate vs graduate. broadridgeadvisor.com/kt/HtmlNL.aspx…

HSA is a hidden jewel for tax free investment returns to use in retirement. Family contributions are $8300 for 2024, plus an extra $1,000 if over age 55 broadridgeadvisor.com/kt/HtmlNL.aspx…

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New Federal Student Loan Rates for 2024-2025 Year Highest Rate in over a decade. broadridgeadvisor.com/kt/HtmlNL.aspx…

Good news for airline travelers:) broadridgeadvisor.com/kt/HtmlNL.aspx…

.@johncornyn Please support the bipartisan Credit for Caring Act to help alleviate the financial strain caregivers impacted by dementia and other conditions face. #CreditForCaringAct

Happy Mother's Day to all the incredible Mom's making good financial decisions for their families every day. We see you. broadridgeadvisor.com/kt/HtmlNL.aspx…

I am hearing more and more cases of hacking. Here are some ways to protect yourself against Identity Theft. broadridgeadvisor.com/kt/HtmlNL.aspx…

FASFA for 2026-2027 School Year Opens October 1 broadridgeadvisor.com/webresourcesvi…

Medicare open enrollment starts October 15 - December 7th. Time to review coverage options. broadridgeadvisor.com/webresourcesvi…

With the end of 2025 approaching, you may want to reconsider the timing and amount of any upcoming charitable donations. If you are in the top marginal tax bracket it may be wise to give before year end 2025. broadridgeadvisor.com/kt/HtmlNL.aspx…