The Financial Translator

#14 – College Funding in Action: 529 Withdrawals and Student Loan Moratorium

My topic today is providing tips on withdrawing 529 funds for college bills and a heads-up to the end of student loan moratorium on 9/1/22.

#13 – Market Update July 31 2022

My topic today is an overview of the markets through 7/31/2022.  Also check out the graphs on my blog.

#12 - Summer job? What to do with initial earnings.

Investment considerations for someone with first earnings, summer job, etc.

#10 – Are Social Security and Medicare Going to Last?

My topic today is SS and Medicare funding status.  Will they be around for you? Follow along in easy Q & A format.

#9 – Market Update May, 31 2022

My topic today is an overview of the markets through 5/31/2022.  Also check out the graphs on my blog post.

#8 – 529 Plans: What Are They and How Do I Use Them?

My topic today is 529 Plans. Know the two main types.  Follow along in easy Q & A format. Interested in learning more about this topic? Don't miss this blog post!
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#7 – “Market Update April 30 2022”

My topic today is an overview of the markets through 4/30/2022.  Also check out the graphs on my blog post.

#6 – “Fed raises rates…” What does that mean?

My topic today covers the Federal Reserve and how action from the FOMC impacts your investments and cost of debt.

#5 – Tax return surprises? Still time for action, then plan

My topic today covers steps to take now that impact your 2021 tax return.  I also mention strategies to implement for the current tax year.

#4 – Roth vs. Traditional: How to Decide

My topic today is Roth vs. Traditional.  I explain 1) key differences; 2) eligibility and amount can save; 3) when withdraw without penalty; 4) how to decide which to use.