Planning

Create your financial roadmap. Actionable advice for budgeting, debt management (student loans), cash flow, and achieving major goals like homeownership.

Your Ultimate Financial Checklist for 2025

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financial checklist 2025

Are you looking to kick off 2025 with a strong financial footing?  Lyle David Solomon, a seasoned attorney specializing in debt relief and financial matters at Oak View Law Group, has provided a comprehensive financial checklist to guide you.  In this guest post, Lyle breaks down essential steps to take control of your finances, from setting … Read more

Preparing for a Rainy Day with Emergency Funds

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rainy day fund emergency fund

Life is unpredictable. Just when you think you have everything under control, an unexpected expense can hit you like a sudden downpour on a clear day. Much like carrying an umbrella during spring rains, having an emergency fund is essential to protect you during financial storms. An emergency fund offers a sense of relief and … Read more

Navigating Financial Uncertainty: Strategies to Secure Your Future

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navigating your financial plan

In recent discussions with our clients, we’ve noticed a common theme among Generation X—an increasing sense of financial uncertainty, especially after the events of the last few years. From supporting both aging parents and children to the challenges of saving for retirement without the security of traditional pensions, many Gen Xers are feeling the weight … Read more