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Category: General Financial Planning

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

Financial Planning Strategies for the Blue Wave

October 27, 2020 BY

The potential financial planning implications of a Biden presidency are extremely broad, as there are policy provisions that impact disabled workers, elderly workers, parents, the 45M Americans with student loan debt, first-time home buyers…the list goes on! Given the expansive nature of the potential changes, I am focusing this post on addressing the financial planning implications to a few of the more impactful tax provisions of … Read more

The Long-Term Care Dilemma

July 28, 2020 BY

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

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

 

In this final post of the series, I tackle how you should factor the potential cost of long-term care (LTC) into your overall healthcare expenses.

 

What is long-term care?

 

Long-term care (LTC) typically … Read more

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