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  • What Is a Structured Settlement?
    • What Is a Structured Settlement?
      • How They Work?
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      • Getting Court Approval
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      • Partial vs. Lump-Sum Sales
      • Withdrawing vs. Selling
      • Surrender Charges
      • Selling Lottery Payments
      • Selling Mortgage Notes
    • icon money

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      • Certificate of Deposit (CD)
      • Types of CDs
      • What Is a High-Yield Savings Account?
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      • Exchange-Traded Funds (ETFs)
      • Mutual Funds
    • Taxes
      • Capital Gains Tax
      • Income Tax
      • Tax Brackets
      • Tax Deductions
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      A few simple steps used to be enough to control financial stress, but COVID and student loan debt are forcing people to take new routes to financial wellness.
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Home / News / From the Experts / Page 3

From the Experts – Page 3

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    From the Experts

    5 Commonly Missed Deductions for Individual Tax Returns

    Soon, it will be time to file your 2022 tax returns, and advance preparation is important. To prepare, you can gain an awareness of…
    headshot of Thomas J. Brock, CFA, CPA
    Thomas J. Brock, CFA®, CPAOctober 24, 2022
  • From The Experts: Thomas J. Brock CFA, CPA
    From the Experts

    Inflation Is Raising Interest Rates, but Investors Stand To Benefit

    This year has been economically challenging largely due to soaring inflation and mounting uncertainty. Since February, the Consumer Price Index (CPI) has…
    headshot of Thomas J. Brock, CFA, CPA
    Thomas J. Brock, CFA®, CPAOctober 7, 2022
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    From the Experts

    Which Bills Should You Pay First?

    The past few years have brought financial turmoil to millions of Americans. A turbulent economic climate has resulted in many households having their income…
    headshot of Marguerita M. Cheng, CFP
    Marguerita M. Cheng, CFP®, CRPC®, RICP®July 27, 2022
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    From the Experts

    From the Experts: Is Financial Illiteracy a Growing Problem in the U.S.?

    Financial illiteracy is an increasingly large problem in the United States, a fact especially true for minority groups in lower socioeconomic classes. According to…
    headshot of Thomas J. Brock, CFA, CPA
    Thomas J. Brock, CFA®, CPAJuly 19, 2022
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    From the Experts

    From the Experts: What Happens When You Move Up a Tax Bracket?

    The United States maintains a progressive personal income tax, which means you pay an increasingly higher rate of tax as you make more…
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    Thomas J. Brock, CFA®, CPAMay 27, 2022
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    From the Experts

    From the Experts: 4 Things to Invest in That Aren’t the Market

    When people think of investing, they oftentimes assume it involves stocks. However, there are plenty of other ways to invest your time, money…
    headshot of Marguerita M. Cheng, CFP
    Marguerita M. Cheng, CFP®, CRPC®, RICP®February 21, 2022
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