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A podcast to help you get an insider’s view of the financial world and escape common investment traps. Each week, we look at the financial news of the day and help you make sense of it so you can relax about money.
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Wednesday Jan 17, 2024
Wednesday Jan 17, 2024
In an attempt to speed up and simplify the financial aid process, the application for the FAFSA has created technical difficulties and a crunched timeline for applying and receiving your benefits package. Paul and Evan talk through the challenges this year for applying for federal aid and how the automated tax section of the application can cause some issues. The advisors then segue into discussing how to make sure your taxes are correctly filed for your retirement accounts.
For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.
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