Category: Strategy Guide

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student loan payment skip

Covid-19 and Student Loan Payments

Things are changing quickly, with the rapidly evolving Covid-19 virus, we’ve seen the government and various entities throw everything they can at the economic side of the equation. Your student loans have been one point of TEMPORARY relief.  *Updated due to the signing of the Care Act March 27th, 2020* Why is the government implementing changes to your student loans? The economic fallout from closures and social distancing is hitting many different sectors of our…
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March 27, 2020 0
navigating unemployment

Navigating Your Finances During an Employment Gap

You’re unemployed, but that’s temporary. I’m writing this strategy guide in the middle of the chaos, which is the coronavirus. Things are especially scary now, but just like in any situation you have to keep your cool and not panic. The best way to reduce your anxiety is to have a game plan. Here are a few ideas and resources that I’d encourage you to explore. Unemployment Benefits Depending on your previous work history, you…
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March 15, 2020 0
Roth conversion faq

Should I Do a Roth Conversion This Year Strategy Guide (2019)

With the end of the tax year approaching for 2019, you may want to consider whether you should do a Roth conversion. A Roth conversion is an underutilized financial planning tool that many individuals and even financial planners overlook! The new tax reform, which effectively lowered the tax burden for many Americans made this strategy even more attractive than in previous years. How do you know if it is the right strategy to implement this…
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December 7, 2019 0
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