Tag: Financial goals
Countdown to College
As a parent, you of course want to give your child the best opportunity for success, and for many, attending the “right” university or college is that opportunity. Unfortunately, being accepted to the college of one’s choice may not be as easy as it once was. Additionally, the earlier you consider how you expect to […]
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From the Desk of Kelli…
My Grandfather’s Hidden Treasure and a New Picture Our office just hung a new piece of art from a local artist. It’s a photograph taken by his grandson when he was 13. It’s a lovely picture taken in the Olympic National Park, peering through several large cedars along a rocky river. I had a few […]
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What You Need to Know about Student Loan Forgiveness
ECONOMY & POLICY President Biden’s student loan relief exceeds expectations, said Ed Mills, managing director and Washington policy analyst for Equity Research. The details of the long-awaited student loan forgiveness program are more substantial than expectations. Headlines will highlight the $10,000 forgiveness for borrowers with income below $125,000 and households below $250,000, but the income-based repayment […]
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Making a Career Pivot
FAMILY & LIFESTYLE Need to change jobs? Read five tips to help you redesign your work life. The past year led many of us to reflect on a tough question: Am I doing what I really want to be doing, career-wise? Perhaps you were laid off and are seeking new employment. Maybe you’re wishing for […]
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Days = Years = Wisdom: Don’t be afraid of Wisdom I have determined that along the way, I sometimes become ashamed or embarrassed about baseless facts, such as getting older or hearing what’s important to others and then allowing myself to fit into a box that doesn’t belong to me. I haven’t become the age […]
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From the Desk of Kelli…
Blindsided – With My Eyes Wide Open. This happens to us all the time- whether we like to admit it or not. It all began with a lovely breakfast on the patio of our hotel in Florence, Italy. We headed to the train station, bound for Rome. A quick 90-minute journey for leg 4 of […]
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Optimize Your Estate Plan for 2022 and Beyond
ESTATE AND GIVING Five ways to refine your plan for the future. A new year brings fresh opportunities to protect your legacy through estate planning. Consider these ideas for refining your estate plan in the short term – to better support your goals and intentions for years to come. 1. Involve heirs and advisors There […]
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