Misaligned Values

Misaligned Values

From time to time, prospective clients reach out to us because they’ve grown dissatisfied with their current investment advisor or money manager. This can be because they don’t agree with the advisor’s investment management approach (more on this below), the manager...
Student Loan Debt and the Tax Bomb

Student Loan Debt and the Tax Bomb

Last week we shared with you some of the frightening statistics about student loan debt in this country. Today, Americans owe a combined $1.4 trillion dollars on their student loans. Many of these borrowers are counting on some form of loan forgiveness to help them....
It’s FAFSA Time Again

It’s FAFSA Time Again

If you have kids who are in college, or who expect to enroll next fall, you should file the Free Application for Federal Student Aid (or “FAFSA”) as soon as possible. The Department of Education began accepting FAFSA applications on October 1. According to the experts...

The Impact of Student Loan Debt

A trillion dollars is a large number. Larger than the gross domestic product of 175 countries. More than double the annual revenue of any company in the Fortune 500. More than ten times the combined value of all of the professional sports franchises in America. It’s...

Traveling on Credit

Over the many years that we’ve been building financial plans for our clients, we’ve noticed that travel is a very common goal in retirement. And it makes sense – after decades of work with limited time off, you finally have the opportunity to visit places and do...