See What Clients Are Saying About Us

See What Clients Are Saying About Us!

See What Clients Are Saying About Us! By Oscar Casas, CFP®, CRPC®, MPAS®, ABFP℠ and Henry Zupko, MBA, CFP®  Finding a professional you can trust to help you navigate your financial worries and hopes is no small task. Whatever motivated you to consider seeking help, we want you to know that we at Tranquility Path Investment Advisors are your advocates. We are dedicated to putting you first, always, and strive to guide you toward a strong financial future, tailoring our services to your unique needs.  But you don’t have to just take our word for it. Recently we asked our …

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What You Need to Know About Student Loan Forgiveness5

Student Loan Forgiveness Plan of 2022: What You Need to Know

Student Loan Forgiveness Plan of 2022: What You Need to Know By Oscar Casas, CFP®, CRPC®, MPAS®, ABFP℠  With the announcement of the new student loan forgiveness plan, many are anticipating relief for some of their student loan debt. What may not be top of mind is how to maximize those potential savings. As we explore the criteria for who may benefit from the recently announced student loan forgiveness plan, let’s also take a look at ways to turn those savings into more.  Requirements for Forgiveness The plan will provide up to $20,000 of debt forgiveness for students who receive …

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Understanding the Different Streams of Post-Retirement Income

Understanding the Different Streams of Post-Retirement Income

Understanding the Different Streams of Post-Retirement Income By Oscar Casas, CFP®, CRPC®, MPAS®, ABFP℠  If you’re nearing retirement, you likely have robust savings in different accounts and perhaps a pension plan lined up for when you retire. The next crucial step to ensure you get the most out of your savings and maximize your income in retirement is creating an income plan. Each source of income has vastly different tax implications and payouts, which can mean your retirement income will come from different sources as you age. Pension plans and Social Security incentivize waiting until a certain age to get …

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