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The government’s announcement and forthcoming forgiveness of student loan debt is a hot topic right now. Many people have asked me if they qualify, including a regular guest on this podcast, Matt Robison. Join us this week as we
You’ve surely heard of Warren Buffet, but have you ever heard of Ben Miller? He is a successful investor most known for his portfolio management strategy that beat the S&P 500 for 14 years straight (1991-2005). Miller attributes his
Tune in to this week’s podcast where I give Matt Robison a quick and dirty lesson on all things HELOC and explain why I just paid mine off. Home Equity Lines of Credit (HELOC) are popular lending options for
Last week’s episode probably got you thinking about saving for education expenses. Starting early can make paying for an Ivy League college for your budding genius a reality. Now that we’ve established the ‘why’ of education savings, this week
$50,000-$80,000 per year is what higher education expenses look like these days. The average cost of tuition at a public, 4-year university increased by 31.4% from 2010 to 2020. The 2022-2023 academic year tuition and fee rates for some
Do you have or know a pre-teen or teenager who’d like to be as wealthy as Warren Buffet? It’s easy. Have them begin investing in the market RIGHT NOW. I’ve talked about this story before…Warren Buffet is worth about
This week’s podcast is the final installment of the series with Megan Russell from Marotta Wealth Management regarding healthy spending. We began the series by identifying a core values budgeting strategy. Then we moved on to avoiding advertising in
Technology is great. There are so many things people can do for themselves now that weren’t possible in the past. For instance, setting up an investment portfolio used to require a broker. The real-time ticker for stock prices was
One of our most valuable assets is our time. How do you decide your allotments? If you find an empty space on your calendar, is your automatic response to fill it? I’ve spoken to a couple of clients recently