The Secure Act 2.0 brought about important changes to retirement planning, from RMD age to contribution limits. Learn if it affects you.

Nick Bautista describes the idea of how to invest in short term bonds and the advantages of using high interest savings accounts.   Ally.com  https://www.ally.com  American Express Savings  https://www.americanexpress.com/en-us/banking/online-savings/high-yield-savings/

As we come to a close for 2022, Nick Bautista reviews a few tax planning strategies that deal with HSAs, investment loss harvesting, and charitable giving. 

Nick Bautista gives updates about Student Loan Forgiveness, the amount Social Security is increasing and the potential rate for Series I Bonds starting in November.   Link to Student Loan Application: https://studentaid.gov/debt-relief/application

Topics include the Economy, the Market and some nice changes for Medicare for 2023.

In this podcast Nick Bautista shares why the US Dollar is so strong and what that means for us going forward. 

You can now get up to $20,000 in student loans forgiven. There are still lots of details to be hammered out but there are income limits for forgiveness.  https://studentaid.gov/debt-relief-announcement/

California recently made $100 available for newborns that were born after July 1st, 2022. Here's how to get that $100. 

Nick Bautista explains what ESG investing is.

Lots happening this week, Build Back Better bill gets a green light, GDP negative, and the FED raised interest rates. Hear how it will affect you personally.