People are the sum of their parts. This means you, all your experiences, the people you’re surrounded by and what you eat, read, watch and listen to. Everything. Each of these parts has tremendous influence on us. If you’re new to investing, it can be easy to feel overwhelmed because there are f...
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Updated October 17, 2022 The Federal Student Debt relief program has launched a beta test of their student loan forgiveness application for borrowers up to $10,000 for all borrowers and $20,000 for Pell Grant recipients. Individuals who qualify must have federal direct loans and can check their loan...
It feels like everyone is ready to get out of town for the summer. There is a lot of pent-up travel energy from the past few years of pandemic doldrums, and everyone deserves a nice, long vacation. I typically like to send out a summer reading list in July, but Spring Fever is calling, and […...
While I’m incredibly proud of my current work as a financial advisor, and previously as a CPA, the financial industry as a whole hasn’t made my job easy. Unfortunately, the financial planning industry only makes the news when something bad happens, take this headline that circulated last...
Five months into 2022 and markets are down. There is a lot of daily volatility, and the headlines will have you thinking that there is no end in sight. When investors see the value of their portfolios drop, they naturally start to question the efficacy of their investment strategy. They also tend to...
Over the past year, investing has, improbably, become the latest cultural trend. In the midst of flashy topics like cryptocurrency, meme stocks, and unicorns dominating the headlines, the importance of investing fundamentals has gotten somewhat lost. Chief among these fundamentals is learning how to...
No matter what financial situation you’re in, planning for retirement can feel like a daunting endeavor. Whether you are starting out in your career or retirement is rapidly approaching, the looming question everyone faces is, “how much money do I need to retire?” You can come up with some num...
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