Your relationship with your financial advisor is often long standing and personal. I get it. Your family has worked with this advisor for years. Your financial advisor knows you, knows your family and most importantly, “YOU LIKE THEM.” Liking your financial advisor is wonderful – you should have an amazing professional relationship. I would also argue that liking your financial… Read More
Archive for October, 2018
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Yes, We Can Pay Off Our Student Debt!
As another semester wraps up, about 4.5 million more students will have college degrees in the U.S.[1]. On average, graduates will have $37,172 in student loan debt, a number that’s up six percent from the graduating class of 2015[2]. Paying off this debt may seem like a monumental task, but do not worry! With quite a bit of student loan… Read More
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Leasing vs Buying a New Car
Shopping for a new vehicle? If you’re deciding on whether to buy or lease your next vehicle you should weigh both options. Below are some items to consider. Leasing vs Buying a New Car Monthly Costs I’m sure you’ve seen the enticing commercials promoting low lease payments. When you lease a vehicle, your payments are typically lower than a loan… Read More
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3rd Quarter 2018 Market Recap
The U.S. stock market reached another milestone this quarter, as the current bull market became the longest equity bull market in U.S. history. Since the start of the bull market in March 2009, the S&P 500 has more than quadrupled. Many of the market gains this year have been due to strong gains by technology companies, such as Apple and… Read More
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Planning for a Special Needs Child
Taking care of a special needs child can be very challenging. After juggling medical appointments, educational plans, behavioral assessments, occupational, physical, or speech therapy, parents often have little time or energy to address the financial implications of raising a special needs child. However, the financial implications are huge. One study by the Department of Agriculture suggests that a middle-income family… Read More