Latest Insights Archive

Save for Tomorrow or Live For Today?

Commit to saving and planning for the future as best you can, but to also give yourself the flexibility to enjoy your money today. You deserve to live a life you’re happy with and proud of – and not just during retirement!

Read More »

Should You Buy a House When You Have Medical School Loans?

Asking whether or not you should buy a home while you still have loans isn’t necessarily the right question. Instead, figuring out whether or not buying a home fits into your financial plan, and matches up with your lifestyle values, is a good first step. Let’s start by walking through a few home-buying rules to follow.

Read More »

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.

Read More »

Subscribe to the Latest Insights

* indicates required