Post Category: General

Who are We?  We are a fast-growing, fee-only financial planning firm looking to add a rockstar customer service associate to our team! We have been helping families all over the country since 2014 and we're passionate about what we do. Maintaining the culture our team...

Get More Value and Stop Leaving Money on the Table Coordinating Podcast Episode: At some point, most physicians will need to consider his or her best option for student loan repayment. One thing that everyone should look into is Public Service Loan Forgiveness, or...

When it comes to investing, perhaps the single most common thing we see that trips up our clients is the temptation to act on the chatter and news around them. Whether it be a newspaper article, close friend, or financial pundit on TV, there is no shortage of people...

The long awaited PSLF application finally went live late last year. Just in time for the first round of PSLF applicants. We’ve finally started hearing confirmed reports of PSLF forgiveness actually being granted. So it’s officially not a hoax! This application is a...

Do you feel like you’ve lost control of spending? Maybe you make good money. But as you earn more, you just seem to spend more. You don’t feel like you’ve really changed anything, but old luxuries become new necessities. This is what we call “lifestyle creep” and it's...

The world of financial services is far from transparent. Fortunately, it's slowly improving as financial planning becomes more of a profession. But we still have a long way to go. Today, there are three main types of Advisors; fee-only, fee-based, and commission...

Ultimately depending on a lot of variables, roth conversions can hurt or help your financial position. Is the strategy right for you? Maybe. Here's what you need to know in order to identify whether or not this strategy should be on your radar. Back to the Basics:...

The Back-door Roth IRA is a great strategy for high income earners. But you must proceed with caution. We're finding that, for many people, it's unknowingly causing more harm than good. How can you avoid making this critical mistake? Before we jump into our...

James and Kathy are a young married couple with two small children. They make a good income and live a good life. They have a good amount of cash in their bank accounts and pay their credit card bills in full every month. They’re saving up for retirement and college...