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What We Know About Student Loan Debt Relief (So Far)

In this video, Brendan goes over what he feels are the most important parts of this proposed relief plan that you need to consider.

The Benefits of Early Tax Planning

When you don’t make tax planning a priority, you can cost yourself a considerable amount of money in missed opportunities and mistakes.

Turn a Summer Job into Roth IRA Savings

Learn about the benefits teens and young adults may reap from investing some of their summer earnings in a Roth IRA.

What is a Recession?

In this episode of Coffee with Brendan, he explains how inflation can lead to a recession and what you can expect if we do experience one.

5 Steps to Protect Your Finances from Cognitive Decline

Cognitive decline can interfere with our ability to make sound financial decisions so it’s important to put a plan in place in advance.

2022 Tax Law Changes

There were only a few major tax law changes for 2022, but there’s a good chance you may be affected by them.

What if You Could Save On Taxes AND Do Good?

In this video, Brendan shares the basics about donor-advised funds: how they’re structured, the tax benefits, and a good way to set them up.

How to Budget for the Holidays

At the holidays, it’s natural to want to treat yourself and your loved ones, but you still need to be careful so you don’t blow your budget.

Year-End Money Moves to Start Planning Now

When it comes to savings, insurance, retirement planning, taxes, and more, decisions you make before year’s end can affect you long-term.

How to Invest for Your Grandchildren’s Future

Investing for your grandchildren now can help bolster your family in the future, both within your lifetime and after you are gone.