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Lauren Shipley Discusses College Savings Plans of Maryland

Saving for your children’s education becomes increasingly important as college tuition continues to increase. The good news is that the state of Maryland sponsors some great plans that help make saving for college a bit easier. These plans, called 529 savings plans, are an excellent way to fund your kids’ education. I recently had the opportunity [...]

By |2019-03-26T14:41:38-04:00September 11th, 2016|Budgeting|

What Is IRS Tax Form 5498?

And how does Form 5498 affect you? In late May or early June sometimes an IRS form arrives in the mail. Why does another tax document arrive when tax season ended two months ago? Sometimes people get concerned that they forgot to report a transaction on their return or the IRS is trying to notify them [...]

By |2019-03-26T14:41:43-04:00July 16th, 2014|Budgeting, Retirement|

What to Do if Your Spouse Has Died

  If your spouse has died, financial planning should be the last worry you have on your mind. However, if not planned appropriately this can be a devastating financial hit as well. Protect yourself and your family during this stressful and emotional time with these six proactive steps: Review your 911 plan with your financial [...]

By |2019-03-26T14:41:44-04:00July 16th, 2014|Budgeting, Infographics, Life Insurance|

What to Do if Your Spouse is Seriously Ill

If you or your spouse is seriously ill, financial planning should be the last worry you have on your mind. However, if not planned appropriately this can be a devastating financial hit as well. Protect yourself and your family during this stressful and emotional time with these four proactive steps: Get a complete copy of [...]

By |2019-03-26T14:41:44-04:00July 16th, 2014|Budgeting, Health Care, Infographics, Life Insurance, Social Security|

What To Do if You Are In Debt

If you are one of the millions of Americans currently in debt, PSG Clarity is here to help. We are dedicated to helping American families from all economic backgrounds to best provide for their loved ones and become financially responsible. Before you raid your piggy bank, there are many things you can do. First, you [...]

By |2019-03-26T14:41:44-04:00July 16th, 2014|Budgeting, Infographics|

Too Busy To Make a Financial Plan?

Are you too busy to make a financial plan? PSG Clarity is here to assist in creating a financial plan specifically designated for you and your availability. We can communicate in a variety of ways, whichever is most convenient for you. We can schedule a phone meeting right here on the website, or organize a [...]

By |2019-03-26T14:41:44-04:00July 16th, 2014|Budgeting, Infographics, Investing|

How to Qualify For Financial Aid

Saving for college is a large part in any family’s financial plan. PSG Clarity wants to help Americans of all economic classes to get their children the best education possible in a financially responsible manner. Financial aid is a huge help in planning for college for many families. This infographic outlines a few easy tips [...]

By |2019-03-26T14:41:44-04:00July 16th, 2014|Budgeting|