by Dave McDougall | Aug 16, 2021 | Wealth Management
Student loan debt is now at an all-time high, according to Forbes. Collectively, the 45 million Americans with student debt owe $1.7 trillion (yes, trillion, with a “t!”). Student debt has surpassed credit card and car debt, making it the second greatest source of...
by Michael Holloway | Aug 1, 2021 | Taxes, Wealth Management
Being a part of a dual-income household is a bit of a catch-22. Yes, you have more money coming in for your family, but you also have more consumers in your family. Staying informed about changes to dual-income household tax and benefits regulations is essential. One...
by Derek Williams | Aug 1, 2021 | Wealth Management
Reports of increasing inflation are all over the news. Everything seems to be getting more expensive, from used cars and lumber to gas and groceries. Home prices are up over 20% and apparel prices have risen 5%. And the startling 5.4% Consumer Price Index jump...
by Robert Scholes | Jun 24, 2021 | Wealth Management
The housing market. Whew. It’s like the wild, wild west out there! Particularly if you live in states like Georgia, Texas, or Tennessee, where an influx of buyers are competing over an extremely limited number of homes. You may be wondering what to do about this...
by Lisa Zullo | May 8, 2020 | Wealth Management
Wealth Management Questions to Ask What experience do you have? Who do you typically help? Is your investment approach cautious or aggressive? What are your qualifications? How do you stay current with changes in the financial planning profession? What services do you...
