A Word from the CEO

It's been HOT out there, but I hope you are finding time to relax and enjoy summer before the High Holidays begin next month.

When meeting with people, I often get asked about appropriate goals to set. It's an interesting question. Goals are not immutable; they change with age, with new responsibilities and with the increasing income that accompanies a successful career.

This issue inaugurates a new series of articles that describe some of the financial choices it is important for people to consider at different ages. We begin with a discussion of financial milestones for those in their 30's. While the articles are differentiated by decade, it is worth reviewing the entire series. While many of the goals will remain the same, the decisions you'll need to make evolve.

Once again, there is news on the student loan front. Shortly after the Supreme Court ruled against the Biden Administration's debt forgiveness program, the U.S. Department of Education announced a program to reduce student debt for more than 800,000 borrowers. These changes are designed to correct extensive mistakes made by loan servicers. While we may see challenges to this plan, our article can help you understand how these provisions may allow you to reduce the burden of student loan repayments.

If you have questions about your financial goals, please contact us via email or call us at 888-JRB-FREE (572-3733).

L'Shalom,