Financial Planning

Of the many aspects of our financial lives that can keep us up at night, debt is usually high on the list. According to a 2021 CNBC report1, the average American has $90,460 in debt. Making progress on paying off your debts is similar to...
Topics: Financial Planning

Graduating from a university can be an invigorating yet overwhelming transition, and understandably so. In those four years of college, students experience so many “firsts” – living on their own, learning in a classroom with 100+ other students, and personal self among other things. The...
Topics: Financial Planning, Yeske Buie Millennial

It is no news to anyone that living through a pandemic made people stop in their tracks and reflect on their lives. The challenges we all faced were an abrupt reminder that life is precious and can turn on a dime, and many people made...
Topics: Financial Planning

“Debt” is a scary word. For many Americans it’s practically taboo. And for good reason: in January, NerdWallet found that the total amount of debt owed by the average American household in 2020 was about $145,000.1 But while there is reason to be cautious, debt...
Topics: Financial Planning

The American Rescue Plan, “President Biden’s plan to provide direct relief to Americans, contain COVID-19, and rescue the economy” and his first major piece of legislation, was signed into law on March 11, 2021. The American Rescue Plan includes another round of direct stimulus checks...
Topics: Economy and Investing, Financial Planning

We all want to be rich. Everyone does. It’s woven into the fabric of today’s consumer-centric society and has been implicit in the “American Dream” ever since this country was founded. The idea that everyone has equal opportunity to achieve financial success is epitomized by...
Topics: Financial Planning, Yeske Buie Millennial

We’ve said it before, and we’ll say it again. Financial planning is MAGIC. Financial planning, real financial planning, transforms lives. And a recent New York Times story by Rob Lieber beautifully articulates this belief. In his piece titled “Dad, a Death Sentence, and the Planner...
Topics: Financial Planning

As members of the Millennial generation – loosely defined as those born between 1981 and 1996 – we are part of one of the country’s largest financial demographics. Millennials are forecast to compromise 75% of the global workforce by 2025(1), and one recent study shows...
Topics: Financial Planning, Yeske Buie Millennial