At the end of 2021, outstanding consumer debt in the United States, including mortgages, student loans, auto loans, credit cards, etc., totaled $15.6 trillion, which equates to about $50,000 per American. Clearly, we are no strangers to debt. Ultimately, getting rid of consumeristic debt will help you save and accomplish your goals.
Let's look at the Monte Carlo analysis and what it has in common with your financial plan.
In late June, the IRS announced RMDs would be able to be reversed from any account requiring them through August 31st. Since the IRS is allowing this, it presents a potential tax planning opportunity.
Here are some ideas and tools you can use to help make your saving automatic, the biggest key to growing your savings.
Successfully playing jazz starts with fundamentals. The same is true of our personal finances.
Here are some ideas and tools you can use to help make your saving automatic, the biggest key to growing your savings.
Successfully playing jazz starts with fundamentals. The same is true of our personal finances.
We know our clients are looking for more than just status; they’re looking for purposeful ways to use their wealth. Here are just a few examples of how you can impact the people, organizations, and community around you.
Proactively working off a budget is challenging, both emotionally and practically. Here are some of the tools members of our team use that have helped them successfully manage their cashflow.
We continually hear that women are statistically likely to live longer than men. While there is not a one size fits all financial plan, there are a few things you can think about as a woman.
You’ve been working for several years now – you’re earning, saving, paying down debt, investing, and giving. What’s next?
Earning your first paycheck is an undeniably exciting time. But do you know what to do with your pay? With three key steps, you can build good financial habits early.
A few weeks ago, I talked with our two kids – one a preschooler and the other a kindergartner – about money. Here are some starter topics for you to discuss with your kids.
