College financing has entered a new chapter. While the new rules simplify the system, they raise the stakes for early planning around loan access, borrower responsibility, and long-term cash flow. 

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This episode provides a market update through August 31, 2026! Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update.

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Investing beyond a bank account, Roth vs. Traditional IRA, inflation impact on my Chipotle run and good vs. bad debt.

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This episode provides a market update through July 31, 2026! Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update.

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Expected college expenses, how to pay for them and savings v. investing.

Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update.

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This episode provides a market update through June 30, 2026! Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update.

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SS and Medicare Trust Funds are projected to hit $0 in less than eight years.  Payroll taxes will continue, but only cover 83% and 89% of benefits.  Here is an overview of these programs in a Q&A format.

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This episode provides a market update through May 31, 2026! Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update.

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Before moving your 2025 tax return to the electronic file, take a look at some key lines to guide 2026 tax planning.

Head over to my recent blog post for more information, including visuals to walk you through this blog.

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This episode provides a market update through April 30, 2026! Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update.

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