It seems like every year health insurance gets more expensive, and more complicated. During the last 10 years, many employers have shifted to offering health plans that put more onus on you, the employee, to manage your costs and set …
Executive Benefits You Can Ask for in Your Next Job
Congratulations! Are you being considered for a promotion in your current company or being offered a new job? This is an exciting time. It is time to leverage this opportunity to build real wealth. Changing jobs or getting promoted is …
Three Steps to Making Smarter College Money Decisions
Why Making Smart College Money Choices Is More Complicated Now – And 3 Steps to Help
Colleges and universities abruptly closed this spring and sent students home. The impact of the coronavirus threw college life and new student admissions into …
We’re Not Ready, But It’s Happening Anyway
We moved into a new house a few months ago, and for the first time ever, we have a pool. Swimming pool was not even on my list of priorities when we were house hunting last Fall, but with three …
Quarantine Finance Webinar – What To Do Now
UPDATE – VIDEO POSTED BELOW
It seems that every day another client is sharing news of layoffs and company shutdowns. Over the last five weeks, 26.4 million people in the US have lost their jobs. For context, this is more …
Estate Planning in the Face of COVID-19
Guest Post by Shannon P. McNulty, Esq.
As the COVID-19 crisis drags on, you may be concerned about having a solid plan in place if something were to happen to you. Below are some of the common estate planning issues …
How to Triage Your Finances During a Tough Time
If you’ve had a loss of income due to the COVID-19 shutdown, you may be wondering how to protect yourself financially. We look at people’s cash flow every day, so we have a pretty good idea of how people choose …
Is It Time to Refinance Your Mortgage? Six Points to Consider
As mortgage loan rates hover around historic lows, almost everyone seems to be asking themselves if they should refinance. And if you aren’t, you should be. Your home is usually one of your biggest expenses and the source of a …
Help Is on the Way – Understanding the CARES Act
The Coronavirus pandemic is affecting us all. We’ve been staying healthy personally, but our kids have been home from school for weeks, and clients are sharing news of work furloughs, cancelled projects and closed businesses. It’s amazing how fast things …
