Vice President of Advice

Damian D.

CERTIFIED FINANCIAL PLANNER™ Practitioner

I love being part of a team that provides top notch financial guidance that is accessible to everyone. We make a genuine difference in the lives of those we work with and it’s incredibly rewarding

Blog Posts

⚠️ Breaking News: (RFR) Child Tax Credit

On Monday May 17th the Biden administration announced updates to the monthly payment of the Child Tax Credit. The American...

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⚠️ Breaking News: Eviction Moratorium Update

On May 5, 2021, Judge Dabney Friedrich vacated the eviction moratorium placed in effect by the CDC: THE SITUATION: The...

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⚠️ Student Loan Forbearance Update

On Tuesday March 30, 2021, the Department of Education announced additional protections for some student loan borrowers. Before we dig...

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2021 Proposed Stimulus Update

Damian Dunn — Author's Note: As of this writing, the American Rescue Plan Act had yet to be signed into...

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Tracking Down & Preparing for Your Stimulus Check

Damian Dunn — If you’re still waiting on your Economic Impact Payment (EIP), or stimulus check, you may want to consider...

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Yay! The Tax Refunds Are Coming!

Lisa Whitley — It’s that time of the year when thoughts turn to...income tax refunds. And more specifically, how you might...

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Buying A Car: What’s the Word On Dealer Financing?

"I’m getting ready to buy a new (to me) car. I’ve saved up some money for a down payment, I...

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Should I Start Saving for College Now …or Later?

Lisa Whitley — If you have kids, likely you have given consideration to the question “How will I pay for their...

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“Budget, budget, budget.” Why should I anyway?!

Lisa Whitley — Seriously, why? Everyone tells you that you should have a budget. But if it is such a great thing...

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