News and Resources

Quarterly Economic Update

In this Q2 recap: U.S. economic growth strong as reopening widens. Europe’s recovery picks up steam; Stocks reach new record[…]

Ways to Fund Special Needs Trusts

A look at the different choices & strategies. Provided by Marc Aarons  If you have a child with special needs,[…]

Economic Lessons from Used-Car Inflation

Various factors drive used car prices.  Provided by Marc Aarons   Inflation is defined as the general upward price movement of[…]

The Fed Acknowledges Inflation

As inflation climbs, the Fed reacts.  Provided by Marc Aarons  At its June meeting, the Federal Reserve confirmed what many[…]

FAFSA Simplification Act

Learn about how legislative changes can help you finance your loved one’s education.  Provided by Marc Aarons  As a parent[…]

A COLA with Your Social Security?

Preliminary estimates call for a 4.7% cost-of-living increase.1  Provided by Marc Aarons If there is a “silver lining” to all[…]

Tax & Estate Strategies for Married LGBTQ+ Couples

In this age of marriage equality, there are new possibilities.  Provided by Marc Aarons The 2015 Obergefell v. Hodges Supreme[…]

Inflation Can Be a Scary Word

There are compelling reasons to adopt a wait-and-see approach. Provided by Marc Aarons   Inflation can be a scary word for[…]

How COVID-19 Caused a “She-Cession”

Several women-dominated industries were hit hardest by the pandemic.  Provided by Marc Aarons  Since the 1980s, unemployment rates have trended[…]

College Funding Choices

Explore the different ways you can help finance the costs of higher education. Provided by Marc Aarons How can you[…]

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