The Planned Solutions, Inc. Blog is your one stop shop for all your financial planning advice and news to keep you up to date with your financial goals. If you would like to subscribe to our email newsletter which includes blog posts plus extra announcements, please email Katie@plannedsolutions.com.
Monday, September 11, 2023
Student loan payments and interest charges are set to start once again on September 1st. The new SAVE Plan has expanded the rules for income-based student loan payments to reduce the payment amount for many borrowers.
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Wednesday, August 2, 2023
A new rule takes effect in 2024 that will allow unused funds in a 529 college savings plan to be transferred to a Roth IRA in the name of the 529 plan beneficiary.
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Wednesday, June 28, 2023
All money market accounts are not equivalent to each other. This is especially true when comparing bank money market deposit accounts to investment money market funds.
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Friday, June 16, 2023
Summer jobs for teens are often low level and low paying. However, they can be an important springboard that can be used to start a career on the right track and jumpstart a financial plan.
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Monday, June 12, 2023
The tax code offers several small tax credits for certain energy efficient home improvements. However, these credits can be complicated in terms of which projects qualify for the tax credits.
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