Do you have a will, advance directives, or other estate planning documents in order? Time to take care of this if you haven’t already done so! If you’ve done it but it’s out of date, please review and update your paperwork. These items are extremely important not only...
On Tuesday March 30, 2021, the Department of Education announced additional protections for some student loan borrowers. Before we dig into the news, here’s a quick recap: THE SITUATION: At this time, all student loans under the “Federal Direct Loan Program” are...
Lisa Whitley — Tax season is here and so thoughts turn to…dependents. (Presumably, you are always thinking about your beloved dependents!) While you certainly know whom you consider to be dependent upon you, the definition of “dependent” is more nuanced for...
Kristen Ahlenius — The third round of stimulus either hit your bank account this weekend, will deposit sometime this week, or is headed to your mailbox shortly. Since the last round of stimuli it’s likely your financial stability has changed (for better or worse)....
Damian Dunn — Author’s Note: As of this writing, the American Rescue Plan Act had yet to be signed into law. This is a high-level summary of some of the pieces in the proposed bill. Please monitor reputable news outlets for updates. It is expected that...
Gayle Evezich — March is Women’s History Month so it’s a perfect time to write about women and money. There’s been a lot of progress in the past 180 years and there’s more to do but let’s take a moment to celebrate some historical milestones. I expect a few of these...
