Financial Planning

“Debt” is a scary word. For many Americans it’s practically taboo. And for good reason: NerdWallet found that the total amount of debt owed by the average American household in 2022 was about $170,000. But while there is reason to be cautious, debt can still...
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

Hardly a week goes by where the term “net worth” doesn’t pop into a conversation, ad, or other media. Despite its prevalence, however, understanding how to calculate it and why, in some ways, it can be more important to one’s financial health than watching the...
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

Although it was expected much sooner, a new stimulus bill, The Consolidated Appropriations Act of 2021, was signed into law on December 27, 2020. The bill is a whopping 5,593 pages and includes funding for the government through September 2021. Amongst the thousands of pages...
Topics: Financial Planning