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charitable giving
Newsletter Article

Make Charitable Donations the Tax-Smart Way

Do you make sizable charitable donations? Here's how a plan can help you maximize the tax benefits of giving.

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parent loans
Impactful Blog

Parent Loans: Quotes in MoneyGeek

Hesperian wealth manager Eric Figueroa explains the ins and outs of parent loans in recent quotes on the MoneyGeek ...

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parent loans
Impactful Blog

Permanent Life Insurance vs. 401(k): Q&A on MoneyGeek

Permanent life insurance is being pushed on investors for whom it is inappropriate. Hesperian Wealth's founder sets the record ...

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financial aid eligibility
Impactful Blog

Enhancing Financial Aid Eligibility Starts Earlier Than You Think

There are things parents of high school underclassmen can do to enhance financial aid eligibility. Waiting until Senior year may ...

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paying for college
Impactful Blog

Maximize Financial Aid This Application Season

First college applications; next comes maximizing financial aid and college shopping. It’s not too late for a financial planner to ...

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home prices
Newsletter Article

Home Prices and Mortgage Rates: What’s Going On?

Home prices have dipped a little, but in 2023 have actually appreciated. What comes next? Bubble, crash, or stability? Here's ...

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