FAFSA timetable, and help from AI !
In the past, college families could submit their FAFSA in October. For the upcoming school year (begins Fall 2024) the new FAFSA form...
top of page
Search
Wayne Jordan
- 2 days ago
Year End To-Do List
6 Simple things you should do before the end of the year.
Michael Dayoub
- 3 days ago
"The Price You Pay For College" (book recommendation)
Do you know a high school junior or senior making the big decision of which college to attend and how to pay for it? I like this book....
Wayne Jordan
- Nov 22
Family, Feasts, and Finances
Thanksgiving is not only a time for turkey and pumpkin pie but also an opportunity to reflect on the bonds that tie us together. In the...
Molly Jordan
- Nov 15
Reduce your Taxes with Tax Loss Harvesting
Find out what Tax Loss Harvesting is and how it can save you on taxes!
Wayne Jordan
- Nov 8
You Don't Need to Jump on Every Opportunity
Sometimes missed opportunities are a blessing in disguise.
Michael Dayoub
- Oct 30
Here’s why I won’t buy a Medicare Advantage plan
I turn 65 next year and the “Advantage vs. Traditional” Medicare decision is becoming more personal. It will be time to put my money...
Michael Dayoub
- Oct 23
Can you afford your dream college?
Send this article if you know a high school senior who hasn't thought about college debt. https://wapo.st/3s03gT6
Michael Dayoub
- Oct 12
Turning 65? Decision Time: Original Medicare vs. Medicare Advantage
Reasons for choosing Original Medicare over Medicare Advantage Doctor choice Medicare Advantage approves or rejects your visit to a...
Wayne Jordan
- Oct 11
War
Recent headlines are filled with unsettling news and images coming out of Israel, but before you make any hasty decisions with your money...
Molly Jordan
- Oct 10
Alpha Fall Volunteering
Alpha employees volunteering in the community
Michael Dayoub
- Oct 6
Washington Post article: "You need to be saving more for emergencies, thanks to climate change"
Can I post a link for a "gift" article? Let's see. Weather events need to be part of your financial plan. Check your coverages. Have some...
Wayne Jordan
- Oct 4
VIDEO: Double digit dividends?
There are stocks out there that pay dividends in excess of 10%! Is this too good to be true?? Should you buy these stocks? Watch the...
Wayne Jordan
- Sep 27
Debt Ceiling 2023: Round 2
Here we go again. I wrote a blog back on May 27th, 2023 expressing my opinion that the debt ceiling showdown was going to be solved and...
Wayne Jordan
- Sep 11
Don't get too cute with your muni-bonds
Bonds are thought to be safe investments. Or, safer than stocks, at least. (How we measure risk is all subjective, so I will bow out of...
Wayne Jordan
- Sep 6
You Never Know When Growth is Coming
For those of you that needed a reminder why to not try and time the market--here it is. Speaking for myself here, I like holding small...
Wayne Jordan
- Aug 30
Change is the Only Constant
Laws change. Goals change. Strategies change. That's why we work with our clients on an ongoing basis--as your life and the world around...
Michael Dayoub
- Aug 23
Which would you rather discuss? Winning the lottery or a plan for dementia or cognitive decline?
Do you need a plan in case of dementia or cognitive decline? How would you be cared for? How would your assets be protected from bad...
Wayne Jordan
- Aug 16
Life Insurance Part 3: How much coverage do I need?
There isn't an exact formula to follow to calculate how much life insurance coverage you need. I like to ask clients these questions to...
Wayne Jordan
- Aug 10
Life Insurance Part 2: What type of insurance?
There are two main types of life insurance: term and whole. Term Life Insurance Coverage Period: Term life insurance provides coverage...
bottom of page