Jason Sohnen, CFP®

Student Loan Relief: Here’s What You Need to Know

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…
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What You Need to Know About I Bonds

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…
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What to Do If You Feel Hopeless When it Comes to Money

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.
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What To Do If You Feel Overwhelmed By Your Financial Situation

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.
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Thank You from Your Future Self

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…
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Achieving a Financial Goal is Like Running a Marathon

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…
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