Debt Management in a Healthy Financial Plan shows man pulling out the empty pants pockets.

February 21, 2022

Presented by Tom Kennedy, CFP®: Wise debt management is a key component of healthy and effective financial planning and wealth management. Today, most people carry some amount of debt to finance a degree or buy a home or car. Other debts Read More...
The CARES Act Student Loan Relief Options shows graduation cap on stack of cash.

February 23, 2021

Presented by Michael G. Wendlandt: In response to the economic impact of COVID-19, the Coronavirus Aid, Relief, and Economic Security (CARES) Act was Read More...
401k Loan: Borrowing from your future depicts a money tree

January 4, 2021

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

August 10, 2020

Presented by Dean Elliott, CPFA®: Most people carry some amount of debt, whether in the form of a student loan, a mortgage, or a car loan. Indeed, Read More...
Spousal Debt image of wedding rings tied with pink ribbon to pillow.

May 21, 2020

Presented by Kris Maksimovich, AIF®, CRPC®: “What’s yours is mine and what’s mine is yours” is a typical mantra of married couples. But Read More...