CARES Act Q&A
Category: Financial Planning » Cashflow
Kent Kramer and Zach Dalluge answer some important questions about the Coronavirus Aid, Relief, and Economic Security (CARES) Act.
To Refinance or Not…That is the Question
Category: Financial Planning » Cashflow
While our advice for nearly everyone is to sit tight when it comes to their investments, there is a move we’d encourage nearly everyone to consider – refinance your mortgage.
Who Should Care About the CARES Act? You!
Category: Financial Planning » Cashflow
Early in the morning on Wednesday, March 25th, negotiators from both Congress and the Executive branch struck a deal spending nearly $2.2 Trillion to aid individuals and businesses.�
Med School Grads, Do These Three Things First
Category: Financial Planning » Cashflow
As a recent medical school graduate, resident, or doctor early in your career, there are a few key things to consider for your financial well-being. The earlier you develop a strategy for these things, the greater the benefit.
Why I Hate New Year’s Resolutions
Category: Financial Planning » Cashflow
Here’s the thing, I love the idea of starting fresh and changing that one thing that pushes you to be the person you want to be. However in practice, I hate – OK, strongly dislike – New Year’s Resolutions. Here’s why.
The Ins and Outs of Paying Student Loan Debt
Category: Financial Planning » Cashflow
Whether you are working on paying down student debt yourself, or have children looking to do so, below are some questions to consider.
Confirming What You Know
Category: Financial Planning » Cashflow
Even though I’ve been helping married clients with their money for years, I realized we needed help. Were we thinking about things in the right way? Were we asking the right questions? Were we doing a good job of listening to each other and respecting our differences?
Debt- A Useful Tool or Financial Burden
Category: Financial Planning » Cashflow
After 30 years of helping people think about all aspects of their financial plan, here are some thoughts on personal debt.
Money Can’t Buy Happiness, or Can It
Category: Financial Planning » Cashflow
The book Happy Money: The Science of Happier Spending by Elizabeth Dunn & Michael Norton has changed the way I think and feel about spending. It’s based on academic research that identifies ways that spending can increase our joy, something I didn’t think possible before reading this book!
Kids These Days Aren’t Even Taught How to Balance a Checkbook
Category: Financial Planning » Cashflow
The truth is, there’s a huge need for all of us to help the people around us make wise decisions with regard to money.
Starting Off on the Right Foot
Category: Financial Planning » Cashflow
Starting off life after school on the right foot financially is important. A good financial advisor can make all the difference.
What’s the Best Investment a New Parent Can Make?
Category: Financial Planning » Cashflow
No one gets into the parenting game looking to optimize their financial gain, but instead, to optimize their happiness.
One Paycheck from Ruin
Category: Financial Planning » Cashflow
Having a plan in place, with an emergency fund, is the difference between a small financial inconvenience and a catastrophe that could potentially alter your life.
Uncle Sam Wants His Money
Category: Financial Planning » Cashflow
Refinance
Category: Financial Planning » Cashflow