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Category: General Financial Planning

Posts covering our approach to financial planning and commentary on the subject from various angles.

Peeling Back the Onion on the Student Debt Crisis

April 20, 2020 BY

At a total of $1.6T (and counting), student loan debt is the second largest type of consumer debt in the US, behind only mortgage debt. Not only that, but the upward trend on student debt may be even more alarming than the debt itself. In 2010, there was $760B in student debt, which was equal to the amount of credit card debt.  For comparison, credit card … Read more

Meet Business Psychologist, Camille Preston, PhD, PCC

February 20, 2020 BY

As part of our Women, Money and Impact series, we recently hosted a lunch-and-learn with business psychologist Camille Preston, CEO of AIM Leadership.  Our luncheon topic was bandwidth management – how to manage our time, energy, and attention to not only stay abreast of work but also to plan and think strategically. Failing to manage bandwidth impacts everything, especially the ability to effectively prepare, work at … Read more

What you should know about the new tax law (SECURE Act)

January 16, 2020 BY

On December 20, 2019, President Trump signed into law The SECURE Act. The bill is designed to ease the looming retirement savings crisis by creating additional incentives to save for retirement. As with most legislation, the SECURE act comes chock full of niche provisions that will affect relatively few people. That being said, it does have a few more broad-sweeping ones that will almost certainly impact … Read more

Retiree Healthcare Expenses (Part 2: Understanding Medicare)

December 9, 2019 BY

This post is the second of a three-part series on retiree healthcare expenses.

Part 1: Drivers of Retiree Healthcare Expenses
Part 2: Understanding Medicare
Part 3: Factoring in Long-term Care

In Part 1 of this series, we looked at the impact of health status, income, insurance coverage, and location on a retiree’s healthcare expenses. In this post we are going to take a deeper dive into … Read more

Should You Buy An Annuity For Retirement Income?

October 16, 2019 BY

Annuities are an important source of retirement income for many retirees. But when does it make sense to purchase an annuity? Read our latest Brief to learn all about the pros and cons of annuities and whether you should consider buying one. … Read more