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October 2020

Paying off Student Loans

Submitted by South Western Wealth Management on October 2nd, 2020

In 2018, student loan debt in the U.S. reached $1.5 trillion. With a continued increase in college tuition, it's likely that even more young adults will be turning to loans in order to finance their education. 

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How to Protect Your Identity

Submitted by South Western Wealth Management on October 2nd, 2020

More than 60 million Americans had their identities stolen in 2018, a significant increase from 2015, where more than 15 million consumers were affected. With identity theft numbers on the rise, it certainly doesn’t appear likely that scammers are going away anytime soon.

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Is Now the Time to Give Yourself a 401(k) Loan?

Submitted by South Western Wealth Management on October 2nd, 2020

In planning how to finance a large purchase before age 59 ½, it’s common to consider the idea of taking a withdrawal or a loan from a 401(k) or another retirement account. Taking money from your retirement funds is not a decision to be made lightly and can come with a few undesirable consequences.

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Charitable Giving: How Your Gift Gives Back in Tax Deductions

Submitted by South Western Wealth Management on October 2nd, 2020

There’s no doubt that it feels great to help someone in need through charitable giving. There are more than 1.5 million nonprofit organizations in the United States that range from food banks and disaster relief centers to churches and cultural centers. And in 2018, Americans contributed over 4 billion dollars to charitable organizations. 

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Recent Blog Posts

  • Paying off Student Loans
  • How to Protect Your Identity
  • Is Now the Time to Give Yourself a 401(k) Loan?

Archived Blog

  • October 2020 (4)
  • April 2020 (3)

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