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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…

Market Timing: Risky Gambit?

As a child, you may have had to pass time on long car rides and trips. When I was young, I liked to pass the time by playing a very simple game with a stopwatch.…

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…

Demystifying How To Act As A Smart Healthcare “Consumer”

Healthcare

Healthcare has changed dramatically in the last decade from access and advancements to insurance and privacy. Cost transparency for the healthcare consumer has become increasingly important.  With several important healthcare changes on the 2022 horizon,…

#1 Fraud in 2020: Imposter Scams

Fraud

The phone rings, and it’s your grandchild’s phone number.  You answer, excited for a call with your loved one, but someone else answers.  The caller explains frantically and tearfully that your grandchild has been badly…

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