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Recent Blog Posts

We make personal finance easy to understand

Year End Tax Strategies for Those Who Had a Job Transition

Posted by Bill LaChance on Nov 29, 2016

Those who experience a job transition (voluntary or involuntary) often have income levels that vary significantly during the transition period. Income fluctuations can be caused by severance payments, accrued vacation payouts, deferred compensation payouts, signing...

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Paying for Your Health Insurance through COBRA? Consider Switching to an Exchange Plan Before December 15

Posted by Bill LaChance on Oct 31, 2016

In my financial planning practice, I spend a fair amount of time with people in a job transition. In the past I have spoken with several who pay for their health insurance through COBRA and don’t realize that they could potentially save hundreds of dollars a month in...

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Tax Planning Implications of the New FAFSA Timing

Posted by Bill LaChance on Oct 1, 2016

In case you are not aware, the government has changed the date when you can submit the FAFSA application for financial aid. In the past, the FAFSA was made available on January 1. You completed it using tax data for the year just finished. However, with so many...

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