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Disability Review
Category: Financial Planning
Debt- A Useful Tool or Financial Burden
Category: Financial Planning
After 30 years of helping people think about all aspects of their financial plan, here are some thoughts on personal debt.
Confirming What You Know
Category: Financial Planning
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?
College Planning: Don’t Wait to File Your FAFSA
Category: Financial Planning
If the prospect of sending your child on their entry into adulthood isn’t hard enough, there is all the paperwork to decipher… the ACT/SAT, college applications, scholarship applications, and of course, the dreaded FAFSA!
Clarifying the CARES Act for Businesses
Category: Financial Planning
Dave Hove, Senior Tax Partner at LWBJ, highlights programs that apply specifically to businesses under the CARES Act.
Cheers to Johnny D!
Category: Financial Planning
Looking back on the six or so years I knew Johnny D, two big themes emerge from his life that are worth us carrying forward.