Planning matters

Welcome to the world, little one! A look at the financial decisions with a new addition to the family

Becoming a parent brings with it so many new things to figure out. How to care for your new baby, teach them about life and raise them. While I don’t think any parent has all of that totally figured out, we all aim to do our best. The more concrete question of “How will we…

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Your Teen’s First Job

“Hey mom! Can I get a job this summer?” While this was music to my ears, I quickly realized my daughter is spreading her wings, looking for more independence but there were several things I needed to do to help her prepare. Here are some things to consider: Resume Help your child prepare a resume…

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Changing Jobs? Some Items to Consider

Whether planned or unexpected, changing jobs can result in some big decisions to make.  Should you take your old employer’s retirement plan money with you? Which benefit options should you choose? How will your job change impact your financial situation and future goals? These are just a few of the questions you’ll need to consider….

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A Bright Spot for Student Loans (Finally)

On March 27, the President signed the landmark Coronavirus Aid, Relief, and Security (CARES) Act, the largest stimulus bill in the history of the country, into law. Among the hundreds of pages of legislation lies Section 3513, which covers the suspension of Federal student loan payments and zero percent interest through September 30. This will…

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Making an Impact with Your COVID-19 Stimulus Check

Recently, eligible clients started receiving their COVID-19 stimulus checks, prompting the question, “What’s the best way to use this money?” For some, the best move will be to pad their reserves, get rid of old debt or pay household bills. Others may opt to spread the money around, doing their best to stimulate the economy…

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