529expert.bsky.social
@529expert.bsky.social
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Financial aid is broken. The CSS Profile asks for “untaxed income,” but really means pre-tax contributions. Why not pull tax data like FAFSA? Families deserve clarity. Glad our triplets’ forms are done, but the system needs work.
#FinancialAid #CSSProfile #FAFSA #CollegePlanning
FAFSA & CSS Profile for 2026–27 are open as of Oct 1. Apply early; some aid is first-come, first-served. No idea how the gov't shutdown may impact apps, so get them in early! Use official sources for questions: studentaid.gov & cssprofile.collegeboard.org. #financialaid #fafsa #cssprofile
Parenting triplets means mastering logistics, especially with college visits, jobs, essays, and senior year ahead. Proud to see them balancing it all and growing up fast! #CollegeVisits #Triplets #CollegeBound
🌈 Sun, Jun 22 from 12–4PM @ Devir Park, Malden. Proud to sponsor again this year: Come visit me at the Newbridge Wealth tent! maldenpride.org #MaldenPride #PrideMonth
Diligence plus expert mentorship equals success! My triplets passed their driver’s tests on the 1st try thanks to Caio at Patience Auto, our guidance & their own hard work. Such a parenting joy to see their pride. #Success #professionalguidance
Happy #PrideMonth! Proud to sponsor @maldenpride.bsky.social and support so many of my amazing LGBTQIA2S+ clients and friends. 🏳️‍🌈 Learn more at maldenpride.org and stop by my table at the festival on June 22! Newbridge Wealth celebrates diversity and inclusivity. #financialplanning #maldenpride
📊 Recovery isn’t guaranteed: S&P 500 bounced off a 19% drop... this time. Remember: Japan took 35 yrs to recover. #Diversify #financialplanning
Rising college costs? Discover how a HELOC can help fund tuition in my latest @forbes.com article: www.forbes.com/sites/brianb... #HELOC #StudentLoans #Forbes
💸 For most Americans, Tax Day is today, Apr 15. It evolved from a Mar 1 deadline to ease filing & IRS workload, echoing Europe's historic Lady Day fiscal start. #taxday #themoreyouknow
🎮 Excited to sponsor Pintastic 2025, New England’s top pinball expo! 💵 Bring your family and join me April 10–13 in Marlborough, MA for fun, pinball & financial planning! #Pintastic2025 #Pinball #NewbridgeWealthManagement
There are a LOT of options at the gym, and you might not use them all. Employer benefits can be the same way, but understanding your options can improve your fitness, both physical and financial. #EmployerBenefits #FinancialPlanning #FinancialHealth
Moving to cash might FEEL safe, but inflation will erode value over time. Balance cash with diversified investments for better risk-adjusted return potential. #financialplanning
Great webinar with Former CFP Board Chair Schaeffer on navigating FERS, FEGLI, TSP, and other federal employee benefit issues and concerns.
If you or someone you know is a federal employee facing unprecedented career uncertainty, CFP® holders are uniquely positioned to help. #financialplanning #cfp
In HIIT (High Intensity Interval Training) you swap between high-intensity exercise with periods of rest. Your money should do the same: Prepare for high expense periods by saving more during periods of your life when fixed expenses are lower. #CashFlowManagement #FinancialHealth #FinancialPlanning
It takes time, dedication, sacrifice, and hard work to see results at the gym and in your bank account. Saving for big goals may mean big sacrifices: Take the time, put in the work. #SavingGoals #FinancialPlanning #FitnessJourney
Building credit is like progressive overload in workouts: steadily improve by paying bills on time, keeping balances low, and diversifying credit. #CreditBuilding #FinancialHealth #FinancialPlanning