What is your relationship like with money? Are you always trying to keep up with the Joneses? Would you and your partner benefit from financial therapy? Don’t judge, because everybody can benefit from therapy. In…
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Physicians are super busy people, but the key is educating them to make the right decisions. What should every physician know about incorporating long-term disability insurance into their financial picture to help them live better…
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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,…
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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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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…
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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…
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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…
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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…
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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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They say knowledge is power — and that seems to be especially true with student loans. As complex as they have become, it’s no surprise that there is a lot of misinformation floating around out…
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I drive a 2003 Toyota Avalon. It’s got about 115k miles on it. Runs great. Definitely not the coolest car. But it’s extremely inexpensive and serves its purpose well. The other day, my wife told…
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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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