Fall 2020

FAFSA Will Be Released Oct. 1st

The Free Application for Federal Student Aid (FAFSA ®) for the 2021-2022 school year will be released October 1st. Early applicants tend to obtain more funding than those who wait. Apply here.

CARES Act

The Coronavirus Aid, Relief, and Economic Security Act allows for the suspension of RMDs, exemption from the 10% penalty for early withdrawals from IRAs and qualified plans, and more lenient treatment of distributions for tax purposes. Read more about eligibility and qualifications.

Year-End Planning

  • Use this 2020 Tax Planning Aid to help with your projected taxable income.
  • Did You Know: The CARES act allows taxpayers to take up to a $300 above-the-line deduction for cash gifts to charity in 2020.
  • The Fed plans to keep interest rates low for the foreseeable future. Time to refi mortgages and student loans?

Three Oaks Virtual Town Hall Meeting

  • Social Security Seminar with special guest Lee Alviar from the Social Security Administration.
  • When: October 22, 2020 at 5:30 p.m. CST
  • Register in advance for this meeting. After registering, you will received a confirmation email containing information about joining the meeting.

Mark Your Calendars

  • Social Security Seminar with special guest Lee Alviar from the Social Security Administration.
  • When: Thursday, March 11, 2021 at 5:30 p.m. CT
  • Register in advance for this meeting. After registering, you will received a confirmation email containing information about joining the meeting.

Need Something to “Geek Out On”?

Here is what your financial planners are reading:

  • “Boom and Bust – A Global History of Financial Bubbles” by John D. Turner