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Impactful Blog

Are Your Finances Ready for Student Loan Payments to Resume?

Student loan payments resume October 1. There’s never been a better time to get your financial house in order.

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parent loans
Impactful Blog

Private Student Loans: Eric Figueroa Featured in MoneyGeek

The big risk with private student loans is you don't get any of the benefits and extra protections offered to ...

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plan delivery
Impactful Blog

The Dream Statement: An Important Input to Your Financial Plan

With a Dream Statement, we help clients document their vision for the future in their own words. It then guides ...

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charitable giving
Newsletter Article

Charitable Clumping For Young Savers

Charitable clumping is a tax-optimization technique used by the wealthy. But it can work for young savers too to generate ...

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cash management
Newsletter Article

Better Than High-Yield Savings Accounts: Investing When Cash Is King

You can now get a decent return on high-yield savings accounts. But there are attractive investment alternatives to banking ...

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Newsletter Article

Banking & Debt Ceiling Crisis—First Quarter 2023 Commentary

A banking crisis and a debt ceiling fight on top of already elevated recession risk? Here's why it matters to ...

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