College Planning

What We Do And How We Can Help

What We Do And How We Can Help

If there’s one thing we know for certain in life, it’s that change is inevitable. And while we recognize that we will walk through different phases and reach multiple milestones, we often don’t realize the financial impact they can have on our lives. Many aspects of life are outside of our control, but one thing you can control is how prepared you are for life’s biggest moments.

Why I Became A Financial Advisor

Why I Became A Financial Advisor

It all started with witnessing the effect the dot-com market crash of the late 90s had on my parents. I saw the financial regrets they carried and wanted to break into the financial services industry to help other families avoid similar problems.

Physician's Guide to Public Service Loan Forgiveness (PSLF)

Physician's Guide to Public Service Loan Forgiveness (PSLF)

Most physicians prefer to get right to the point and don't care for all the fluff. They expect a short, concise explanation. After all, they are busy people so time is of the essence. With that in mind, I created a 5-page powerpoint style guide that explains how Public Service Loan Forgiveness (PSLF) works.

Student Debt Repayment Guide

Student Debt Repayment Guide

Learn a step-by-step process to select the most appropriate repayment plan for your Federal student loans. For more visual learners or those who prefer to read picture books, you will appreciate the illustrative format.

4 Bone Chilling Student Loans Mistakes to Avoid

4 Bone Chilling Student Loans Mistakes to Avoid

Having helped several clients overcome their own set of student loan problems, I decided the best way to get in front of the issue is to make more borrowers (and their parents) aware of what pitfalls they should be avoiding. Today's blog article will kick-off by examining the 4 most common student loan mistakes and what you can to do to avoid those landmines. Then, I present 2 case studies to show you how the numbers crunch out.

Don't Make This Mistake with Private Student Loans or It Might Cost You Thousands

Don't Make This Mistake with Private Student Loans or It Might Cost You Thousands

The impact of student debt borrowing decisions and how to pay for college, even at the beginning stages, is substantial. For my client, Anne, we are talking about a difference of $94,100. It's why college planning is essential for families with college-bound kids. Especially when your kid wants to pursue a higher cost degree like a doctor, lawyer, veterinarian, or pharmacist. Regardless of career path, the economics of making sound choices, when it comes to paying for college, will have a dramatic impact on your child's adult life.