The total average cost of higher education now exceeds $240,000 per child at private four-year colleges.¹ There are several ways students and their families can fund the increasingly expensive college experience. Starting early with a comprehensive savings plan2 and, later, setting realistic … Read More
Family & Finance Resources
Financial Literacy for Young Professionals
As young professionals start their careers, one area of concern shared by many is general financial literacy. A recent survey by Experian¹ revealed that nearly 4 in 5 millennials and members of Gen Z are striving in 2023 to be more financially literate, while nearly 70% are actively searching for a … Read More
Navigating Debt Repayment in 2023
Even for high earning young professionals, personal debt can weigh heavily. It can affect not only financial stability and lifestyle but mental well-being and overall quality of life. That’s true perhaps now more than ever. Since 2022, the Federal Reserve has raised rates 10 times as it aims to … Read More
Options For Professionals To Supplement Income
Young Professionals might decide to supplement their income for a variety of reasons. Whatever the goal, more opportunities exist than ever before. Gone are the days with clearly defined full- or part-time office roles. Work is increasingly flexible in terms of scope, hours, permanence, and … Read More
Six Principles of Financial Health for Young Professionals
Considering that a quarter of Generation Z already plans to retire by age 55, reaching financial freedom is likely at top-of-mind for even the youngest members of the workforce. Every week we talk to clients who have similar financial goals. Some aim to quit the workforce and live off of passive … Read More
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