Decoding the Debt Ceiling Crisis concept depicts upside down woman standing on ceiling.

April 27, 2023

We’ve discussed the debt ceiling crisis in past articles, and now it’s back in the headlines. What does this mean, and why are we watching it now? Presented by Keith Sprauer, MBA, MS: Several months ago, the U.S. borrowed as much money Read More...
Inheriting Debt from a Family Member concept depicts Stressed woman carrying on her back shoulders large box.

January 21, 2023

Presented by Ben Murphy, CPA, PFS™, CPFA® :  Thinking about a loved one’s outstanding debt is the last thing on anyone’s mind when a family Read More...
Debt Management in a Healthy Financial Plan shows man pulling out the empty pants pockets.

February 21, 2022

Wise debt management is a key component of healthy and effective financial planning and wealth management. Learn about the risks to consider. Read More...
The CARES Act Student Loan Relief Options shows graduation cap on stack of cash.

February 23, 2021

Presented by Gerard Longo, AIFA®, CPFA®: In response to the economic impact of COVID-19, the Coronavirus Aid, Relief, and Economic Security (CARES) Read More...
401k Loan: Borrowing from your future depicts a money tree

January 4, 2021

Presented by Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: If you need funds to cover an unexpected expense, taking a 401(k) loan from your account Read More...
Mortgage and Debt Rules of Thumb with Calculator and Block House.

August 10, 2020

Presented by Kevin M. Curley, II, CFP®: Most people carry some amount of debt, whether in the form of a student loan, a mortgage, or a car loan. Read More...