Kyle Whittington, CFP®
What You Need to Know About Student Loan Forgiveness
November 11, 2022School of Financial Wellness
The newly established student loan forgiveness program could help you reduce your debt and lower your monthly expenses.
Alabama Retirees Could See Lower State Taxes in 2023
September 16, 2022School of Saving and Investing
The Lynn Greer Retirement Income Tax Cut Act of 2022 could provide state tax savings for Alabama retirees beginning in 2023.
Preparing Your Portfolio for Retirement
August 18, 2022School of Financial Wellness
Shifting your portfolio to defense when entering retirement can help you reduce risk and ensure your income lasts a lifetime.
Retiring in Bear Market
August 5, 2022School of Saving and Investing
Successfully navigating a bear market can be difficult for all investors, especially those preparing to enter retirement.
Comparing the Value of Human Advisors and Robo-Advisors
July 28, 2022School of Financial Wellness
Robo-advisors are gaining popularity, but do they add as much value as their human counterparts? New research provides the answer.
How the New Tax Plan Could Impact You
June 2, 2022School of Financial Wellness
President Biden has outlined his plan for taxes in 2023 including tax increases for corporations and wealthy families.
Why Couples and Widow(er)s Should Meet with a Financial Advisor
April 7, 2022School of Saving and Investing
Working with a financial advisor can help couples create an estate plan and help widow(er)s deal with new financial burdens.
How the Geopolitical Environment Impacts Investments
March 31, 2022School of Saving and Investing
Find out how geopolitical risk can impact investment performance and what actions investors can take to mitigate the negative effects.
How Could Inflation and Rising Rates Impact Your Investments
March 10, 2022School of Saving and Investing
Inflation and rising rates can impact the performance of your portfolio, but careful planning can help mitigate these risks.