Money and More© August 10, 2019 Pay Less have Smaller Student Loans

Evaluate College Costs: it is the net cost not advertised price that counts toward lowering Student Loan debt   Finding the college discounts will ultimately reduce student loans.  Colleges post their prices online.  This is just like hotels have rates on room doors and car dealers have sticker prices on car windows. Don’t Pay Sticker… [Continue]

Money and More© August 15, 2019 Retirement Investing

Retirement Investing for the Faint of Heart It can be scary retiring after a near lifetime of working.   Perhaps even scarier is realizing that you must live on what you have now in investments.   The markets daily ups and down with the television, radio, and social media hype only enhance this fear.  How are you… [Continue]

Money and More© On Hiatus

Money and More (C) has been taking a break from Tax Season through the middle of the Summer.  We will return later this month.   Rorik

Money and More© February 9, 2019

Save taxes on medical expenses and use the standard deduction   Thanks to the tax law changes, many taxpayers must now take the Standard Deduction on their federal income tax returns.   Additionally, the threshold for medical expenses jumped from 7.5% of Adjusted Gross Income to 10% in 2019.  There are strategies that can help save… [Continue]

Money and More© January 19, 2019

Retirement Financial planners like myself often encounter clients wanting to know how to financially retire.   While retirement is about much more than just money, that is why folks frequently seek out financial planning.   These people just want to know “How much do I need to retire” to avoid living under a bridge?  This can become… [Continue]

Facebook Iconfacebook like buttonTwitter Icontwitter follow buttonLinkedInLinkedIn