College – Fall 2020 Decisions – Decisions!

Begin your College Education in Fall of 2020 at the school you originally planned? Enroll at your local Community College for the first year or two, then transfer to another university or college where you can earn your diploma from? Take a “GAP YEAR”? With all of the UNKNOWNS and UNCERTAINCIES, most Universities and Colleges […]

Change Your Lens, Change Your Story

Change your lens…change your story. Like putting a wide lens on a camera, choosing a different perspective can not only broaden our current perception of events but influence our behavior to produce more positive and long-lasting outcomes. We often let not only the history of our lives but the fear of the unknown control how […]

Planning for Special Needs

Things to consider when planning for special needs As parents, we all want what is best for our children. For parents of children with special needs, the financial planning process can become extremely stressful and confusing. Many parents often take extended periods of time to create an action plan due to confusion, anxiety, and a […]

Where Do You Want to Go?

Right now, due to quarantine, we are stuck in our homes and it sometimes feels as though it will never end. But there will be life after quarantine is over, and there is no better time to prepare for it than now. If you could go anywhere or do anything, what would it be? What […]

IRS Scams and Stimulus Payments – Here’s What You Should Know

On Wednesday, April 15, 2020 80 million Americans received their Stimulus funds via direct deposit. As the COVID-19 Relief funds are arriving in the hands of Americans that need it most, scammers are working hard to make attempts to get their hands on this money.  As the IRS Commissioner Chuck Rettig said, people need to […]

Stimulus Check Payment Summary

To relieve the financial pressure many Americans are experiencing, the federal government has started to issue $1,200 payments to certain Individual Taxpayers, and $2,400 to married couples.  These payments have been a centerpiece of the $2.2 trillion rescue package meant to provide a buffer against the coronavirus pandemic that has closed much of the U.S. […]

COVID-19 and Market Thoughts

We are living through an unprecedented event. Schools, businesses, and parks are closed. People are stuck in their homes and are unable to visit friends and family. Children are being taught in virtual classrooms. Life itself and every aspect of life is challenged. This situation, just like the Covid-19 virus, is unique…however we can look […]

One Day at a Time

As we try and  work our way through the pandemic, it can be very overwhelming looking for the end. One idea is to take an approach of “day to day”. It’s hard to do, but try every day to do something positive Number 1 priority – Keep yourself, family, and the people around you safe […]

CARES ACT: The Impact on Student Loans

On Friday March 27th, President Trump signed a $2 trillion financial stimulus known as the CARES Act. This immense package is designed at the federal level to help Americans who will be directly impacted by Covid-19 by providing aid to individuals, support to small business sectors, expanded provisions for health care, updated tax deadlines, and […]

College – Fall 2020 Decisions – Decisions!

Begin your College Education in Fall of 2020 at the school you originally planned? Enroll at your local Community College for the first year or two, then transfer to another university or college where you can earn your diploma from? Take a “GAP YEAR”? With all of the UNKNOWNS and UNCERTAINCIES, most Universities and Colleges […]

Change Your Lens, Change Your Story

Change your lens…change your story. Like putting a wide lens on a camera, choosing a different perspective can not only broaden our current perception of events but influence our behavior to produce more positive and long-lasting outcomes. We often let not only the history of our lives but the fear of the unknown control how […]

Planning for Special Needs

Things to consider when planning for special needs As parents, we all want what is best for our children. For parents of children with special needs, the financial planning process can become extremely stressful and confusing. Many parents often take extended periods of time to create an action plan due to confusion, anxiety, and a […]

Where Do You Want to Go?

Right now, due to quarantine, we are stuck in our homes and it sometimes feels as though it will never end. But there will be life after quarantine is over, and there is no better time to prepare for it than now. If you could go anywhere or do anything, what would it be? What […]

IRS Scams and Stimulus Payments – Here’s What You Should Know

On Wednesday, April 15, 2020 80 million Americans received their Stimulus funds via direct deposit. As the COVID-19 Relief funds are arriving in the hands of Americans that need it most, scammers are working hard to make attempts to get their hands on this money.  As the IRS Commissioner Chuck Rettig said, people need to […]

Stimulus Check Payment Summary

To relieve the financial pressure many Americans are experiencing, the federal government has started to issue $1,200 payments to certain Individual Taxpayers, and $2,400 to married couples.  These payments have been a centerpiece of the $2.2 trillion rescue package meant to provide a buffer against the coronavirus pandemic that has closed much of the U.S. […]

COVID-19 and Market Thoughts

We are living through an unprecedented event. Schools, businesses, and parks are closed. People are stuck in their homes and are unable to visit friends and family. Children are being taught in virtual classrooms. Life itself and every aspect of life is challenged. This situation, just like the Covid-19 virus, is unique…however we can look […]

One Day at a Time

As we try and  work our way through the pandemic, it can be very overwhelming looking for the end. One idea is to take an approach of “day to day”. It’s hard to do, but try every day to do something positive Number 1 priority – Keep yourself, family, and the people around you safe […]

CARES ACT: The Impact on Student Loans

On Friday March 27th, President Trump signed a $2 trillion financial stimulus known as the CARES Act. This immense package is designed at the federal level to help Americans who will be directly impacted by Covid-19 by providing aid to individuals, support to small business sectors, expanded provisions for health care, updated tax deadlines, and […]

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