by Damian Dunn | Oct 14, 2020 | Retirement & Investing |
Gayle Evezich — October is my favorite month of the year. The air is warm and crisp at the same time, fall flowers are blooming, leaves are turning, and the air has a special feel to it. It doesn’t hurt that Halloween is in October too! There’s another big...
by Damian Dunn | Sep 30, 2020 | Retirement & Investing |
Written by Lisa Whitley If you are participating in a workplace retirement program — 401(k), 403(b) or similar — good on you! And if your employer is matching your contributions, that is even more fantastic. However, employees who do not receive an employer match have...
by Damian Dunn | Sep 9, 2020 | Student Loans, Student Loans & College Savings, Student Loans & College Savings |
Written by Kristen Ahlenius On August 8th President Trump extended the student loan administrative forbearance as a response to COVID-19 crisis. This extension provides forbearance through the end of the calendar year. In addition, loan interest rates will remain at...
by Damian Dunn | Aug 12, 2020 | Retirement & Investing |
Lisa Whitley — Among the assortment of options for “specialized” savings accounts — for retirement, education, health expenses, dependent care — saving for the well-being of a disabled adult is often left behind in the discussion. The complexity of this savings goal...
by Damian Dunn | Jul 15, 2020 | Lifestyle, Psychology of Money, Relationships, Spending Habits |
Gayle Evezich — In my work with couples getting ready to share their lives and finances, we go through a 3 step process to prepare them to successfully manage their money as a couple. This process starts with the couple really getting to know each other’s money...
