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Path Act 2025 Tax Refund Dates

Source: The College Investor The PATH Act (Protecting Americans Against Tax Hikes) was designed to help combat tax refund fraud that was estimated to be costing the government over $100 million each year. An analysis found that a lot of fraud was being conducted using “refundable tax credits”. Tax credits reduce your tax liability dollar […]

The Best Rental Car Rewards Programs – NerdWallet

Most rental car companies offer some sort of rewards program to incentivize renters to keep renting through the company. However, as with airline and hotel loyalty programs, different rental car rewards programs offer different earning and redemption rates and perks. That means the best car rental loyalty program for you will depend on your travel […]

Stocks Soar On Trump Return, Uncertainties Remain

President Elect Donald Trump and Vice President Elect James David Vance at 2024 NYC 9/11 Remembrance Ceremony. Typically, presidential elections influence the financial landscape of the United States. Each candidate has their own views about government regulation, industry development, and other areas that impact the nation’s economy. And with the massive power of the Office […]

A 3-Part Approach To A “Statement Of Financial Purpose”

In the early days of financial planning, serving clients often meant developing transactional relationships focused on facilitating trades and selling insurance. Over time, advisors shifted toward more analytical approaches, such as investment management and retirement planning. Today, the industry has evolved further, with a growing emphasis on aligning financial decisions with clients’ personal priorities and […]

My son got hit by a car. Driver’s insurance suggested I use my “underinsured motorist” auto coverage to help pay the bills. Why use my car insurance to pay back my health insurance?

My son was hit by a car in a crosswalk. His leg was broken and he needed surgery. The diver’s maximum bodily injury coverage is $25,000, which will not cover everything our health insurance paid. When I talked to the driver’s insurance company, they suggested that I file a claim under the “underinsured driver” coverage […]