Embarking on life’s journey involves navigating through various financial milestones. Whether you’re planning a wedding, going through a divorce, saving for college, seeking financial aid, managing debt, securing a mortgage, or planning for retirement, our Life Events category is your go-to resource. Discover expert insights and actionable advice to empower you through every financial phase.
Navigating the New FAFSA - What You Need to Know: What Parents and Students Need to Know about FAFSA in 2024: In this episode of Level Up With Lee, Lee Baker interviews Peg Keough, Director of Education for College Aid Pro, about the complexities of college planning and the recent changes to the FAFSA process.
FAFSA Changes and College Savings Strategies: In this episode of "Ask the Hammer," the focus is on the complexities of financing college education, particularly in light of changes to the FAFSA (Free Application for Federal Student Aid) application and how savings in different types of accounts, like 401(k)s and 529 plans, can impact financial aid.
Understanding the SAVE Program: Student Loan Repayment Options: In this episode of "Ask the Hammer," Jeffrey Levine, aka The Hammer, reviews the SAVE program, a new form of income-driven repayment (IDR) option for student loans. Jeffrey explains that the SAVE program is generally superior to existing IDR options for several reasons:
Should You Pay Off Your Mortgage? As you approach retirement, you may be wondering if you should pay off your mortgage. There are pros and cons to both sides of the argument, according to Beau Kemp of Sensible Money.
Jeffrey Levine of Buckingham Wealth Partners, aka “The Buckinghammer” explains the pros and cons of cashing out an IRA to pay off a mortgage.
Robert Klein CPA from the Retirement Income Center reviews Sequence of Returns Risk with a HECM Mortgage - a home equity conversion mortgage (HECM) which is a type of reverse mortgage that is insured by the Federal Housing Administration (FHA).
Robert Klein CPA from the Retirement Income Center reviews Sequence of Returns Risk with a HECM Mortgage - a home equity conversion mortgage (HECM) which is a type of reverse mortgage that is insured by the Federal Housing Administration (FHA).
Robert Klein, CPA from Retirement Income Center discusses the difference between a HECM (home equity conversion mortgage) and a HELOC (home equity line of credit).
Divorce poses unique challenges for female entrepreneurs, particularly when it involves dividing business assets. This summary, based on a Retirement Daily webinar, outlines key considerations for women business owners facing divorce.
If you're divorced, you might be eligible for spousal social security benefits. Alison Dorosky explains.
Jeffrey Levine of Buckingham Wealth Partners, aka “The Buckinghammer” explains how spouses going through a divorce can discover and value various hidden marital assets, such as non-qualified deferred compensation plans and stock options.
5 Ways to Own Real Estate in Retirement Accounts: There are several options to own real estate within retirement accounts, according to Marco Rimassa, the president of CFE Financial.
Transferring your house to a descendant like a child or niece can make you ineligible for Medicaid for a period of time.
Chuck Robinson, from Sensible Money, discusses the role of Real Estate in Retirement Planning.
In this episode, Jeffrey Levine of Buckingham discusses the best way for parents to financially support their child's wedding.
Taking the next step with your partner is an exciting time, but don’t do so without talking about money first! Haley Tolitsky, CFP offers some advice on conversations about money with your significant other.
Financial Fitness: A Young Couples Journey. Episode 1. Meet Elise, an athletic trainer and social media influencer and Josh, a software engineer, planning their wedding, making decisions about housing and beginning their life together.
Author Mark Kantrowitz joins student Jake Guldin to discuss how to prepare for the return of Student Loan Payments.
Becca Craig, CFP with Buckingham Strategic Wealth discusses financial aid options for college funding including Parent Plus Loans.