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A Step-By-Step Guide To Saving For Retirement

Saving for retirement is like solving a Rubik’s cube: strategic, obtuse, and (once it’s finally solved) satisfying. Similar to saving money, there are multiple ways to solve a Rubik’s cube giving the player various avenues to get it right. Saving for retirement can be thought of in this way. There are systems set in place…

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Everything You Need to Know About Loan Repayment Programs

Everything You Need to Know About Loan Repayment Programs

Many of our attorney clients have faced student loan debt – we get that it can be intimidating. When you’re a few years into your career, you might feel motivated to start paying off your student loans faster. Everyone at one point or another focuses on loan repayment programs. The idea that you may be…

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Retirement Lifestyle

How To Design Your Ideal Retirement Lifestyle

Your retirement lifestyle is like a blueprint, each line, curve, and structure customized to meet your requirements. The possibilities for your retirement are only limited by the design you give it. How will you design your retirement? I’d like to give you some sample templates to get your imagination churning. These ideas will provide you…

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Debt Avalanche or Snowball

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 debt snowball repayment strategy means that you start by repaying your smallest debt first. This could be a low-balance credit card, your smallest student loan – basically, whatever debt you…

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Budgeting With a High Income

As a financial planner who works with attending physicians, I see one mistake consistently being made when it comes to personal finance: Individuals who are able to live comfortably as a result of their income skip the process of building a budget. More often than not, it’s not a decision they consciously made. A budget…

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New Year's Resolutions

New Year’s Resolutions Your Wallet Will Thank You For

This time of year, the internet is flooded with information about setting (and sticking to) New Year’s Resolutions. Here’s the thing, and I know this isn’t a popular opinion, but I don’t like resolutions. In my line of work as a financial planner, I see a lot of people set out to achieve some pretty…

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Avoiding Budget-Busters in the New Year

With every new year, I see a huge number of people committing to live a better financial life. If that sounds like you – there’s one clear place to start: with a budget. There are thousands of different ways to budget effectively, and the truth is that they all work to some extent. Different budgeting…

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Student Loans and Your Taxes: How They Work Together

Did you know that your student loans have a big impact on your taxes? That’s right – your student debt influences whether you should file jointly or separately from your spouse, whether or not you’re taxed on the forgiven portion of your loans, and what type of deductions are available to you if you’ve been…

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Is Your Student Loan Grace Period Over?

Are you confused about your student loan grace period? You’re not alone. Many new grads feel frustrated and a little lost about how long their grace period is, and what exactly it means for their student debt. This is especially true of young professionals who have gone through additional schooling – like attorneys and physicians…

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