News and Resources

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[…]

2021 Retirement Confidence Survey

A deep dive into workers’ expectations in retirement versus actual income sources.  Provided by Marc Aarons  Will your retirement dreams[…]

What in the World Are NFTs?

A Look at Non-Fungible Tokens. Provided by Marc Aarons  Non-fungible tokens, or NFTs, have been the recipient of the latest[…]

What Forces Are Driving the Housing Market?

Many hopeful homebuyers are having issues securing a home.  Provided by Marc Aarons  Recently, you may have seen reports that[…]

The IRS Extends Additional Tax Deadlines

What to know about your IRA, HSA, and more.  Provided by Marc Aarons  Previously, the Internal Revenue Service (IRS) announced[…]

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