by Jonathan | Sep 15, 2022 | Uncategorized
The term “quiet quitting” has received a lot of press recently. If you’re unfamiliar with the term, it simply refers to an employee that decides to do exactly what their job requires, and no more. New term; not exactly a new phenomenon. This is merely the...
by Jonathan | Sep 2, 2022 | Credit, Debt, Loans
Last week, the White House announced a much-anticipated student loan forgiveness plan. The plan lays out debt forgiveness of $10,000 for individuals earning less than $125,000 ($250,000 for married couples). Pell Grant recipients are eligible for an additional...
by Jonathan | Aug 19, 2022 | Investing, Saving
Millennials are used to being blamed for a lot. After all, they are purportedly responsible for killing Big Macs, focus groups, marmalade, department stores, handshakes, breakfast cereal, homeownership and even serendipity. The list is prolific, but on January...
by Jonathan | Aug 3, 2022 | Uncategorized
I have a t-shirt from a financial planning organization I belong to with the statement “My red cape is at the cleaners – #realfinancialplanning” emblazoned across the back. I’ve never worn it. Frankly, as much as I like the organization, I couldn’t...
by Jonathan | Jul 22, 2022 | Behavioral Finance, Insurance
In April 2021, Maxwell Meyer, editor of The Stanford Review, made a startling observation on the Stanford campus. He witnessed “…a student on a bicycle, wearing flip-flops, Air Pods in ear, going the wrong way through a roundabout in an active...
