Sara's Posts

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Tax-Smart Planning Strategies

Tax-Smart Planning Strategies

Feb 24, 20234 min read

It’s Here: What You Need to Know About SECURE 2.0

Feb 24, 20234 min read

Roth IRA Conversion Fact Sheet

Feb 24, 20233 min read

Introduction to Capital Gains Tax

Sara Kappos, CFP®, CCFS®

Mar 5, 20213 min read

Introduction to Capital Gains Tax

Tips: Preparing for College

Sara Kappos, CFP®, CCFS®

Mar 5, 20214 min read

Tips: Preparing for College

Tax Season Scam Alert

Sara Kappos, CFP®, CCFS®

Feb 26, 20214 min read

Tax Season Scam Alert

A Look at Education-Related Tax Incentives

Sara Kappos, CFP®, CCFS®

Feb 1, 20213 min read

A Look at Education-Related Tax Incentives

Social Security Earnings Limit

Sara Kappos, CFP®, CCFS®

Jan 3, 20212 min read

Social Security Earnings Limit

How Your Savings Can Affect Financial Aid

Sara Kappos, CFP®, CCFS®

Dec 30, 20204 min read

How Your Savings Can Affect Financial Aid

Guarding Against Identity Theft

Sara Kappos, CFP®, CCFS®

Dec 13, 20203 min read

Guarding Against Identity Theft

Five Life Stages: Paths to Saving for Retirement

Sara Kappos, CFP®, CCFS®

Dec 3, 20202 min read

Five Life Stages: Paths to Saving for Retirement

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