If you are working with your attorney regarding student loans, you may be asked to provide your Student Aid Report (SAR). This document summarizes your federal student aid information and is often used to verify loan and financial details. The most important document for most clients is your “My Aid” loan summary (not the Student Aid Report). This shows your loan balances, servicer's, and history. This guide will walk you through how to access and download your student loan information in a...

If you are preparing for a bankruptcy case or working with your attorney, you may be asked to provide your last 3 years of tax records. The IRS makes this information available online, and this guide will walk you through how to access and download it in a simple, step-by-step way. What You’ll Need Before You Start Before accessing your IRS account, make sure you have: A valid email address & Access to it (if you don't have one check out our Step-by-Step Guide to Creating a Email Account )...

Understanding what you can expect to receive from Social Security is an important part of planning your financial future. The good news is that the Social Security Administration (SSA) makes it easy to view your estimated benefits online. This guide will walk you through the process in a simple, easy-to-follow way: How to Create A My Social Security Account Before creating your account, make sure you have: A valid email address (if you don't have one check out our Step-by-Step Guide to...