Author: Lauren Stansell, CFP

President Biden announced $10,000 - $20,000 of student loan forgiveness for qualified borrowers in August 2022 and the applications went live after a week-long beta test. Although there is currently a court order blocking the forgiveness from being applied to student loans, applications are open...
Topics: Financial Planning

As a refresher, a reverse mortgage allows a homeowner to convert some of the equity in his or her home into cash or a line of credit available for spending (or to be used to eliminate a small primary mortgage and increase cash flow that...
Topics: Financial Planning

According to Nerd Wallet and EducationData.org, the total student loan debt in the United States is about $1.67 trillion, and 2018 college grads with student loans owe an average of $29,200. With such significant numbers at stake, there’s no doubt that those who have federal...
Topics: Financial Planning

Once again, the Olympic games are upon us! The 2022 winter games are being held in Beijing, China from February 4 through February 20 and will feature classic sports (like figure skating, speed skating, curling, skiing, and snowboarding) with seven new events in snowboarding, bobsled,...
Topics: Financial Planning

A Roth conversion is a taxable transfer of assets from your traditional, SEP, or SIMPLE IRA to a Roth IRA in an effort to take advantage of the tax and withdrawal benefits of a Roth IRA. Not only do assets grow tax-deferred in a Roth...
Topics: Financial Planning

Staying true to Yeske Buie's Learn Big worldview, we are committed to learning more about reverse mortgages and how they may be used as strategic planning tools for our Clients. This initiative was partially started thanks to new regulations and requirements that made reverse mortgages...
Topics: Financial Planning