Client Center

Debt Management

Four Tips for Playing the Credit Card Game Well

Thanks to credit cards, paying for goods and services has been reduced to a mere tap of a card or […]

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Biden’s Student Loan Forgiveness Plan: Key Action Items

Two weeks ago, the Biden administration announced a Student Loan Debt Relief Plan, which, if implemented, will impact millions of […]

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Prepaying Your Mortgage: A Good Investment?

Clients occasionally raise with us the question of whether to make prepayments against the principal on their mortgage.  Unfortunately, we […]

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The 5 W’s of Emergency Funds

The economic impact of the COVID pandemic has reinforced the importance of having an emergency fund.  For those unsure what […]

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Should You Refinance Your Mortgage Now?

Mortgage rates have once again dropped to record lows in recent weeks—setting a new all-time low for the third time […]

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How Does the Coronavirus Emergency Relief Package Impact You, Part 3: Cash Flow Relief

In our previous posts this week on the Coronavirus Aid, Relief, and Economic Security (CARES) Act, we discussed cash distributions […]

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