Among recent headlines, billionaire Robert F. Smith announced that he would pay off the student loan debt of the entire Moorehouse College graduating class of 2019.  A number of presidential candidates, including President Trump, are running on ways to reduce the burden of student debt, ranging from small incremental steps…

Congratulations – you’re eligible to collect Social Security.  After all those years of putting in, you finally have some opportunity to take some income from the Old Age, Survivors and Disability Insurance fund (OASDI).  But here’s the question:  Should you take it NOW or wait? The answer isn’t always simple….

99 percent of the time, when clients sit with us and go over their finances, they are happy to see increases in their net worth, and disappointed to see decreases. Sometimes, however, folks come in with the complete opposite objective.  Every once in a while, someone seeks strategies for decreasing…

The importance of financial planning is especially significant for people living with a disability. Living with a disability can be expensive, whether as the result of the need for treatment, physical or occupational therapy or adaptive equipment. Unemployment is twice the level for people with disabilities as those without. When…