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Tag: budget

Saving for a New Home Purchase

2020 was an unprecedented year in recent memory to say the least. The pandemic drove a number of trends, including younger Americans storing away cash like never before and a white hot housing market.  As older millennials started families amid the backdrop of the pandemic, demand has surged for younger...

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6 Steps To Create A Zero-Based Budget

In the finance world, we often talk about the need for a budget and how it’s the foundation of any financial plan. However, financial professionals do not always do a good job providing the practical advice of simply how to create a budget.  In fact, we go into great detail in our Financial Foundations...

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Marriage and Money: Setting Boundaries

Let’s chat for a minute about setting boundaries. While sometimes it’s nice to think that we will always do everything together with our partner, it’s nice to also keep some of our independence and set up some guidelines to help us be successful as a team.   Sometimes we need some...

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Student Loan Relief During COVID-19

Student Loan Relief During COVID-19 By Mack Bekeza, CFP® With COVID-19 wreaking havoc in more ways we can imagine, one of the biggest fears some people have is their student loans. Fortunately, if you have student loans directly held with the Federal Government (commonly referred to as a Federal Direct...

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