As college tuition costs have marched ever higher over the last decade, student loan balances have risen along with them, to the point that they now represent a meaningful portion of many household balance sheets. The numbers are staggering: one in five households carry some student debt, a rate that…
Planning Across Generations
Successful financial planning is always a team effort—it requires open and honest communication and coordination between spouses, as well as with advisors. Financial issues are often sensitive subjects, and encouraging and facilitating difficult conversations is one of our most important roles as financial planners. But our experience has taught us…
