The Advisor Blog

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After the Storm: Navigating Storm Damage Claims

When a major storm hits, dealing with the damage can feel overwhelming long before the insurance paperwork begins.

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Student Loan Borrowers Eligible for a Temporary 1% Auto Pay Discount

The U.S. Department of Education has temporarily increased the interest rate discount for federal student loan borrowers enrolled in auto pay from 0.25% to 1% as of July 1, 2026.

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Saving for College

There’s no denying the benefits of a college education: the ability to compete in today’s job market, increased earning power, and expanded horizons. But these advantages come at a price.

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530A Trump Accounts Officially Open

Amid the July 4th fanfare, a new tax-advantaged investment account officially launched: the 530A account, also known as a Trump Account, which is designed to help children get a head start on their financial future.

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Will Capex Pave the Way to an AI-Powered Future?

Data centers are home to millions of servers running 24/7 to process artificial intelligence (AI) applications.

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