Jun 30, 2020 | College Planning, Money Stress
Part 2 of this presentation focuses on strategies for paying off your student loans.We will cover the following key areas:1. Your student loan repayment options2. Balancing student loan repayment with other goals3. Other things to be aware of: – The CARES Act...
Jun 25, 2020 | College Planning, Money Stress
Part 1 of this presentation focuses on saving for college. Sometimes just thinking about planning to pay for college for a child or relative can be daunting and overwhelming. We believe it is best to break down a college savings plan into four main questions, which we...
Jun 1, 2020 | Money Stress, Retirement Plan, Travis Maus
The SECURE Act, passed into legislation in December 2019, changed longstanding retirement account rules. One of the most significant changes involves the elimination of the right to “stretch” required distributions from inherited retirements accounts...
