Latest Insights Archive
Scam Alert
Recently, Schwab notified us that they have received reports that scam callers have been impersonating Schwab by phone and requesting non-public client information, including Social
Grandparents, 3 Ways To Support Your Grandkid’s Education
Grandparents play a wonderful role in a family dynamic. When possible, they’re there to support their children and grandchildren and watch their family blossom in
Are You Saving Money During Benefits Enrollment?
People often view open enrollment season at their office as a time where they need to check a box that basically ensures that they continue
5 Financial Rules for Residency
When you’re a new physician going through residency, you may start to feel a little bit worried about your finances. Up until now, you’ve been
Deerfield Has a New Look
Deerfield Has a New Look Today, we are announcing that Deerfield has a new look. We’re still the same Deerfield, just with a refined look
Navigating Spending in Your Relationship
At Deerfield, we help our clients build comprehensive financial plans. That doesn’t just mean we help you plan for your investments, or create a savings
The Dangers of Retirement
Did you know that the odds of someone experiencing depression go up about 40% after you retire? It’s counterintuitive – many people believe that they’ll
5 Things to Do When Receiving an Inheritance
You’ve just received a sizable inheritance. Now what? Whether or not you were expecting to inherit a large sum of money, it can still be
COVID-19 Safety Plan
As we continue to serve our clients, our top priority is your safety and health, as well as that of our employees and the communities
Avoiding Consumer Debt During Grad School
1/3 of Americans over age 25 have a college degree or higher according to the 2017 US Census report, bringing these numbers to the highest
How To Look At Legacy In A New Way
The word legacy has been used in many different ways. But something struck me about this idea, based on the original translation of the word:
The Psychology of Debt Repayment
I want you to have the most success possible as you get started paying down your debt, so let’s dive in and take a look at how people tend to approach debt – and how that fits into your financial plan.
Debt Snowball or Avalanche: Which is Right For You?
If you’re staring down a mountain of student loan debt, you’ve likely heard of two different repayment strategies: The debt “snowball.” The debt “avalanche.” The
5 Opportunities To Get Involved In Your Community, Indianapolis
So often when we talk about retirement, it extends beyond your finances. While your financial readiness is an important and unique component to your retirement
5 Financial Steps To Take as a New Grad
If you’re getting ready to graduate in the next year (or less), you’ve got a lot on your plate. Finding a job in your field,
