by Marilou Davido | Mar 17, 2023 | Resources
Did you receive health insurance through the Marketplace? If you received an Advance Premium Tax Credit to offset the monthly insurance premium, watch this short video to learn how the advance credit is reconciled on your tax return to determine whether you are...
by Marilou Davido | Jan 11, 2023 | Resources
What is student loan deferment? With deferment, you can temporarily stop making payments. However, you likely won’t be making progress toward forgiveness or paying back your loan. Because loan interest can accrue (build up) while your loan is in deferment or...
by Marilou Davido | Jan 5, 2023 | Resources
Amortization on loans is a financial concept that involves the systematic repayment of debt over a designated period of time through regular installments. These payments typically encompass both the interest accrued on the outstanding balance and a portion of the...
by Marilou Davido | Jan 3, 2023 | Resources
Biden Signs Massive Budget Bill That Includes SECURE 2.0 Act For Retirement Savings On December 23, 2022, President Biden signed the SECURE 2.0 Act of 2022, which will restructure most Americans’ 401(k) plans and change retirement contributions and withdrawals. ...
by Marilou Davido | Nov 21, 2022 | Resources
As the end of the calendar and plan year looms, it’s crucial to consider what you can do with any remaining funds in your Flexible Spending Account (FSA). Most of the funds in your FSA need to be spent before year-end because you may lose what you don’t spend....
by Marilou Davido | Oct 26, 2022 | Resources
Benefits can vary tremendously from industry to industry and company to company, depending on the desires of the employees and the capabilities of the organization. Common inclusions in a benefits package are various insurance programs, retirement packages and paid...
