Vice President of Advice

Damian D.


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

What Should We Do with Savings for Our Next Home?

Hi, First off, thank you for the podcast. I listen to each episode and I appreciate that you make personal...

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Saving & Homebuying

I’m starting to look at purchasing a home. I have some cash saved for the down payment. However, I’m not...

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Save for Retirement or Move to A New Home?

Hi! I have what would be considered a high-quality problem. Last Dec, I started a great job with a great...

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⚠️ 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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