Student Loan Forgiveness Q&A
Do you or someone you love have student loans? Have you been helping someone make ends meet because their loan payment is causing financial hardship? While people think student loan forgiveness will only...
Breaking Down Types of Financial Plans: “Set It & Forget It”
The “Set it & Forget It” financial plan is sometimes referred to as the "average financial plan" . It's a pretty standard financial plan. And, while this type of a plan is better than not having a plan,...
Breaking Down Types of Financial Plans: No Financial Plan
The financial industry talks about retirement plans all of the time. But what is a retirement plan? Some believe that it's nothing more than a portfolio of investments. Others take a more romanticized view,...
Will the 2026 Sunset Laws Impact You?
How necessary is it to have a forward-looking tax plan created by a CPA and financial advisor? Is it essential to have your CPA and financial advisor work together to help ensure you make solid financial...
What is More Important Than the Rate of Return?
Some aspects of retirement are more important than the rate of return for your retirement plan. That statement is not to downplay the rate of return, but to emphasize that risk, taxes, inflation, interest...
Switching Jobs and Your 401(k)
Historically, it wasn’t uncommon for employees to work at the same job or company for most of their lives. But a cultural shift took place after The Great Recession,and workers became more likely to switch...
Are You Taking Advantage of Financial Opportunities?
(yes, they exist during economic uncertainty) Claiming Social Security benefits probably sounds like a simple process to those who are several years away from partaking in the process. You inform your...
Is it the Right Time to Retire?
Throughout our lifetime, we ponder if "the time is right" to make significant life changes. We might wonder when we should get married, switch careers, have children, and retire. But when is the right time...
Cleaning Up the Clutter
How Long Do You Need to Keep Financial Documents? We’ve all got that area in the basement or attic that contains stacks of boxes or totes that are filled to the brim with various financial records. You...