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Jamie Lima

hand with handcuffs and money

Debt Ceiling: Why We Need Not Worry About It

The debt ceiling is a term that has been thrown around in political discussions for a long time, but what does it really mean? In simple terms, the debt ceiling is the limit on the amount of debt that the United States government is allowed to have outstanding. This limit

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The Hidden Costs of Divorce

Divorce can be an expensive process, with many costs beyond the well-known lawyer fees. Here are a few you need to keep your eye out for. Dividing the marital home One of the most significant expenses is often the splitting up of a family home. When a couple gets divorced,

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7 Ways to Build Wealth and Why They Are Important

Building wealth is a goal that many of us strive for, but it can be a daunting task. The good news is that there are many ways to build wealth, and some of them are easier than you might think. Here are some of the best ways to build wealth and why they are important.

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Which is best: High-Yield Savings, Money Market, or CDs?

High-yield savings accounts, money market funds, and certificates of deposit (CDs) are all popular options for savers looking to earn more interest on their money. But as traditional savings accounts offer interest rates hovering around 0.25-0.50%, many consumers are turning to high-yield savings accounts and money market funds to get

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Is College Worth It? – Part 3

By Drew Schlotter, CFP®, CCFC How to Get More Value College has gotten more expensive, but the average college degree holder makes significantly more than someone without it, and are more likely to be employed in a recession, so how do people make sure they get the maximum value out

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Is College Worth It? – Part 2

By Drew Schlotter, CFP®, CCFC Perception vs Reality As college has gotten more expensive, public opinion has started to shift. People have become more skeptical of the value, with many people emphasizing trade schools or going directly into the work force over spending a home mortgage on four years at

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Is College Worth It? – Part 1

By Drew Schlotter, CFP®, CCFC Wait, College Costs How Much? The cost of college, and the resulting value (or lack thereof) are a hot topic among parents, students and the media. Costs are going up, student debt is ballooning, and politicians are talking about free education while they cut state

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Is my money safe?

Is My Money Safe?

This brief webinar highlights all you need to know about FDIC insurance, SVB and Signature Bank’s failures, and what you can do to protect yourself. Taken from our monthly Ask Me Anything webinar, this 20-minute recording will go a long way in helping you ensure that you have a clear

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Worried woman about worst case scenario

10 Tips to Help You Prepare for Divorce

Divorce can be a complicated and stressful process. Being unprepared can make it even worse. Here are 10 things you should consider when preparing for a divorce. Create a detailed budget to understand your expenses and income during and after the divorce process. Determine your financial goals and objectives for

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