Hannah was recently recognized by InvestmentNews as a “40 Under 40”, an award given to individuals in the financial industry based on their accomplishment, contribution, leadership and promise. The InvestmentNews 40 Under 40 project spotlights people with “standout...
As I work with my clients, many of whom have dealt with or are dealing with aging issues, including long life planning and elder care (either their own or their parent’s), I’ve recognized several truths. I share just a few below, but I’d love to hear what you have...
Is there any hope for my child? That may be the question you’re asking after reading our first two installments about the trend of overwhelming student loan debt and how it affects the Millennial generation. There is hope! In our final post about student loans, we...
As Millennials enter the workforce, the burden of student loan debt shapes their view of their lives, including careers and finances. A survey recently conducted by American Student Assistance® notes that 75% of respondents say student loan debt affected their...
College may be one of the best economic decisions a person can make. Having a bachelor’s degree will on average increase lifetime earnings by 66% and even higher with advanced degrees. Students seem to agree; in 2015, 69% of high school graduates enrolled in a college...