Skip to main content

Category: Financial Advice

Don’t be Caught Without a Will

by Michelle McEachin on August 26, 2022.

About 60% of American adults do not have a will. And that is a big deal for the loved ones that they leave behind when they die. Did you know that if you die without a will that you have chosen to leave important decisions regarding your debts, assets, and minor children to the local...

What Advice Would you Give Yourself… 20 Years Ago?

by Dave Conley on August 26, 2022.

Who do you think you’ll be in a year? 5 years? 20 years? One of the big problems with setting goals, especially financial ones, is that we’re struggle with imagining our future selves. Remember what you imagined you’d be as an adult when you were a kid. I’m guessing there are some gaps between that dream and your current reality. When we talk about financial goals, we’re often talking about long timeframes.

Student Loan Forgiveness

by Randy Chalmers on August 26, 2022.

By now, you have most likely heard about the announced three-part plan to help working and middle-class federal student loan borrowers. Are you confused by the myriad of information you’ve seen? Then let’s go over some details. The Facts on the three-part plan: The loan repayment pause has been extended until 31 December 2022, this...

What is your Why?

by Dave Conley on August 19, 2022.

“We say WHAT we do, we sometimes say HOW we do it, but we rarely say WHY we do WHAT we do.”  Simon Sinek  Financial peace is not a number and wealth is about more than money.  Let’s agree on a core truth, sufficient resources (time, health, money) are all needed for financial peace, but...