Q&A Recaps
March 18, 2026
Management Q&A
I have a “larger” sum of money coming in and am wondering if I should pay off all of my debt. How do I approach selling a car that still has an active loan? Who do I need on my “team” as I prepare to buy my first home? I have to deposit a check by mail. How do I do that safely? Seeking an action plan for dealing with some past due taxes. How much of my monthly savings should go towards long term (wealth savings) vs. short term (planned savings)?

