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Mise En Place and Open Enrollment

Open Enrollment

I learned about the idea of “mise en place” during a cooking class I took several years ago. In cooking it means to lay out all the ingredients and supplies you need before you start…

Leveraging Assets for Debt

Leverage Assets

When you have a spending goal, whether big or small, you need to plan around how that goal will be funded. Will the goal be funded via cash flow or cash on hand? Will you…

Planning for Potential Student Loan Forgiveness

Last week President Biden delivered on his long-awaited campaign promise of broad-based student loan forgiveness just one week before the latest payment pause was set to expire. Let’s take a look at what the announcement…

Understanding Private Investments 

As you sit at your coffee table reviewing your investment portfolio,  you can’t help but notice the sharp swings in value and think to yourself, “What else is out there?  Are we really looking at…

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