Financial Planning

Many of our adult perspectives on money were formed in early childhood. Think about it: When was your first money memory? Was it saving your allowance to buy a toy you really wanted? Or opening your first bank account with a loved one? Maybe it...
Topics: Financial Planning

Since the COVID-19 pandemic threw the world into turmoil, student loan borrowers have grappled with uncertainty regarding loan forgiveness, payment requirements, and available repayment plans. With last year’s passage of the One Big Beautiful Bill Act (OBBBA), borrowers finally received some needed clarity on the...
Topics: Financial Planning

Over the past 18 months, our team has made an intentional commitment to expanding our impact in the community through pro bono financial planning. This commitment is rooted in one of our core values: Give Big. We believe that sharing unconditionally is the path to...
Topics: Financial Planning, Give Big

Summer is in full swing, your favorite artist is going on tour, but they're not stopping in your city — what do you do? Many people, especially in recent years, have started viewing concerts as full-blown travel opportunities. Whether flying across the country for an...
Topics: Financial Planning

You’ve likely noticed many online vendors offer “Buy Now, Pay Later” (BNPL) options through companies like Klarna and Affirm to allow shoppers to pay for a portion of their items today and the remaining balance over a set period of time. Purchases can range from...
Topics: Financial Planning