May 2021 Newsletter

Motherhood by the Numbers

In honor of Mother’s Day, here are some interesting facts about motherhood.

How Well Do You Understand Retirement Plan Rules?

This quiz can help you assess your understanding of some of the more complicated retirement plan and IRA rules.

Growing Interest in Socially Responsible Investing

Recent trends suggest that many people want their investment dollars to pursue a financial return and make a positive impact on the world.

New Changes to College Financial Aid and Education Tax Benefits

The second relief bill passed in late December 2020 contained several key provisions related to higher education.

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