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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…
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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…
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This is Part 2 in our Investing Q&A series. If you missed Part 1 from a few months ago, be sure to go back and catch up here! Otherwise, let’s dig back in — today we’re going…
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So what is “good debt”? It’s a general term for a debt used to finance something that expected to increase in value. Maybe you take out a mortgage to buy a home you expect to appreciate….
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Starting in 2019, the University of Kentucky will begin offering the UK Saver plan (click to compare UK health insurance plans). This is a big deal because it finally gives University of Kentucky employees access to…
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Part of the job as a Financial Planner is providing investment advice. We believe it’s important to educate clients so they can have a true understanding of the reasoning behind our strategies and decisions. Not…
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Happy New Year! This fresh start is a great time to set your goals for the upcoming year. Here are some ideas for resolutions, of course related to your finances, to get you started off on…
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The ability to help guide people during their journey and assist them in achieving their goals is a privilege, and we wanted to share some of the habits of our most successful clients.

The IRS has increased limits for 2018 – for those of you maxing out your retirement plans and/or HSAs – this is especially important for you!

Are physicians bad with money? This recent study helps answer the question using data collected from 422 medical residents and fellows at Washington University and the University of Arizona. The participating physicians completed a quiz…
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At the end of each month, we provide a list of finance-related articles to help keep you informed about the hot topics in finance. Here are some of the best articles we read in the month of December.

At the end of each month, we provide a list of finance-related articles to help keep you informed about the hot topics in finance. Here are some of the best articles we read in the month of November.