Jason Sohnen, CFP®

Recently when I visited my parents, I noticed a large pile of papers in the kitchen, all with a similar message: “We can help you with Medicare.” My dad turns 65 this year and it appeared a bunch of strangers knew this. Like my dad, many Americans reaching elder status put off making decisions about…

It has been a painful year to be an investor. So far in 2022, the S&P 500 is down about 15% while U.S. Investment Grade bonds are down about 17%. Some individual sectors and companies have performed even worse. While it’s never fun to see your account balances decline, market downturns can provide tax-saving opportunities…

On Wednesday August 24, President Biden announced an executive order that will forgive up to $20,000 in federal student loans for Americans earning under specific income limits. According to the White House, this will provide relief for approximately 43 million borrowers. Individuals earning less than $125,000 and married couples earning less than $250,000 will be…

With inflation surging in the early part of 2022, I bonds have been gaining investors’ attention. If you’re not familiar with this investment, keep reading for an introduction into I bonds. What are I Bonds? I bonds are bonds issued by the U.S. Treasury and offer both a fixed interest component and a variable one…

Trying to get your finances in order can be difficult and frustrating. When you attempt to get out of the financial doldrums yet continuously struggle, it’s completely understandable to feel helpless and want to give up.

It’s completely normal to feel overwhelmed when it comes to your finances. While it may not seem easy to overcome, it is absolutely possible. Here are a few steps anyone can take to reframe their mindset around money.

When working toward long-term goals, it can be difficult to imagine how it will feel when your hard work pays off. What will your contributions and dedication over time eventually grow into? Saving requires giving up some of your enjoyment today for hopefully more later. This type of self-control is challenging, especially in today’s “instant…

Every year, people set resolutions with the hope to change something in their lives for the better…whether it be their health, career or finances. But the grand gesture of setting a New Year’s resolution can be an uphill battle. When we set a financial goal, we are attempting to shift our behavior and, thus, change…