The global pandemic we’re facing has brought with it a struggling economy and job loss. Your financial situation may not be the same as it was six months ago. Although it might seem like the world is standing still, you and your financial situation do not have to be stagnant. Showing resilience in the face […]
Transitioning to the real world is stressful enough but adding on the immediate acquisition of large amounts of student loan debt is especially intimidating. Unfortunately, that is the situation many recent graduates and their parents are faced with every year. The fact of the matter is, student loan debt has become a national issue. In […]
In response to the economic disruption caused by COVID-19, the CARES Act created funding for direct cash payments to individuals. Here are answers to some common questions our financial planning firm has received. What is it? It is an advanced payment for a new refundable tax credit in the 2020 tax year. Is the payment […]
Having a child can be one of the most rewarding and exciting times in your life. There is so much to look forward to! However, it is no secret that there is significant preparation needed before your child arrives. Use the following guidelines while you work with a CERTIFIED FINANCIAL PLANNERTM practitioner so that you are […]
Sometimes we roll through life only to be hit broadside by a life event. Bam! Our life is now amok. A life event is one that can arrive without warning or materialize over time. It can be a marriage, new job, illness, the birth of a child, or the death of a loved one. Life […]
Marriage is one of the most rewarding things you can ever be a part of. Every day brings on a new shared adventure, and one of the first adventures you will navigate together is planning your combined financial life. Use these steps as you work with your CERTIFIED FINANCIAL PLANNER™ to combine your finances and […]
Automation is everywhere, and in recent years, we’ve seen it become a significant part of our everyday lives. For example, gone are the days when you had to fill an ice cube tray to make ice; any new refrigerator comes with an ice maker. And with finances, credit card balances, utility bills, and student loans […]
When reviewing your financial picture, an important question to answer honestly is whether you’re maximizing productivity. Many times, we hear rules of thumb which we purely take as fact and words to live by. Like most things, however, when it comes to finances, the right path hinges on your unique situation. We’ve all heard some […]