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On it with Offit

BY BEN OFFIT, CFP®

Here are a couple short, but impactful and time-sensitive tips for your financial planning:

  1. Free Life Insurance for Health Care Workers!  If you or someone you know is between 18-60 years old, and is actively employed or volunteering 10 hours per month at a COVID-related facility, and you don't have an annual income of more than $250,000 you could be eligible for $25,000 of free life insurance that is guaranteed insurable,with no underwriting, and is paid for 3 years by MassMutual.  If you are interested, you can apply here!

  2. Free Student Loan Tax Credit for Maryland Residents! If you live in Maryland, and have had at least $20,000 in student loan debt at some point, with at least $5,000 remaining in debt, you can apply now and before September 15th, 2020 to obtain the tax credit, you can apply here! 

If you have any questions about this or other questions regarding financial planning, tax planning, investments, or insurance for your family or your business, please let us know.  We are here to help and serve as best as we can during this time.

Benjamin Offit

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