Unburdened Financial Planning

06/02/2026

When evaluating bonds for your portfolio, one key question to ask is: How strong is the issuer’s ability to repay its debt? That’s where bond ratings come into play. Swipe through for a breakdown of how bonds are rated and what those ratings mean for you.

If you would like to review your current bond holdings or discuss how fixed-income investments fit into your broader financial strategy, contact us today. Our team is here to help.

05/25/2026

In honor of Memorial Day, we invite you to join us in taking time to remember and honor the brave men and women who made the ultimate sacrifice to protect our country and preserve our freedom.

Please note that our office will be closed on Monday, May 25th, in observance of Memorial Day. We will resume normal business hours on Tuesday, May 26th, and will respond to any messages received during the closure as promptly as possible.

Wishing you a respectful and meaningful Memorial Day.

05/22/2026

With oil prices continuing to fluctuate, many are wondering what’s driving the changes and why energy markets seem to impact so many parts of everyday life. Oil is deeply tied to the global economy, so geopolitical events, supply concerns, and market uncertainty can quickly affect businesses, consumers, and financial markets worldwide. Swipe to learn more.

As always, if you have questions about your financial plan or investments, please do not hesitate to contact us. We’re here to help and will continue monitoring market and economic developments closely as conditions evolve.

05/14/2026

Proud to be a sponsor of HeartReach!

A huge thank you to Unburdened Financial Planning for your generous sponsorship of our 5K For Life!
Your support helps make this event possible and brings our community together for a meaningful cause. We’re so grateful for your partnership!

05/10/2026

Our team wants to wish a very Happy Mother’s Day to all of the moms, grandmothers, and other maternal figures out there.

From the late nights of the newborn stage to the late nights waiting up for teens, we owe moms a debt of gratitude — and sleep!

So whether you’re a mother yourself, you’re celebrating your mom, honoring your partner, or recognizing another maternal figure in your life, we hope this day is full of appreciation.

05/07/2026

The June 30th Free Application for Federal Student Aid (FAFSA) deadline is rapidly approaching.

The information students and parents (if applicable) enter into the application determines eligibility for federal grants, student loans, work-study programs, and various state and school-based aid. As such, failing to submit this key form can have serious financial consequences.

Here are some key action items for those with the FAFSA still on their to-do list:

✅ Obtaining federal student aid (FSA) IDs for each contributor (student, parents, etc.).
✅ Getting all tax information from the previous year ready and any required financial information.
✅ Deciding which colleges to share the FAFSA information with. If a specific college has already been chosen, you only need to include that institution.
✅ Carefully reviewing the FAFSA submission summary.
✅ Signing and submitting the application before the deadline.

We hope this checklist helps those preparing for college submit the FAFSA accurately and on time!

Regardless of what milestones you’re approaching, know that we are here to help you make investment decisions that reflect your current goals and future ambitions. Give us a call anytime.

05/07/2026

Graduation season is here, and we wanted to take a moment to celebrate the graduates in our network!

Whether your graduate is completing Pre-K or their MBA, we want to extend heartfelt congratulations on this milestone.

Here’s to new beginnings, exciting opportunities, and all the big moments that lie ahead🎉

05/01/2026

May is filled with moments that remind us what determination, courage, and perseverance can accomplish. Here are a few historic milestones we are reflecting on this month:

🏅 May 1, 1915 - Olympic gold medalist Archie Williams was born in Oakland, California. He won the 400-meter race at the 1936 Berlin Olympics and later served as a pilot and instructor for the Tuskegee Airmen, leaving a legacy that extended far beyond the track.

🏇 May 17, 1875 - The first Kentucky Derby was held at Churchill Downs in Louisville, Kentucky, beginning a tradition that would grow into one of the most iconic events in American sports.

✈️ May 20, 1932 - Amelia Earhart became the first woman to fly solo across the Atlantic Ocean, completing her transatlantic journey and cementing her place as a trailblazer in aviation history.

These moments continue to shape conversations around leadership, equality, innovation, and ambition.

04/30/2026

As a student, college costs can feel intimidating. However, there are many resources designed to help college-bound students cover expenses. Swipe through for an overview of some support options.

We hope these suggestions are helpful for students or parents planning for college. Otherwise, if you have questions about your financial picture or want to talk about investment strategies, give us a call. We are here to help.

04/23/2026

April is Financial Literacy Month, making it a great time to check in on your team's knowledge of their 401(k) plans. These plans can be crucial tools for employees to support their long-term financial wellness, and understanding how they work can be the first step toward making the most of them. Swipe for a few key definitions of 401(k) terms.

We hope your team finds this overview helpful. If you have any questions about your 401(k) plan or would like to talk through additional ways to connect with your team about this key benefit, don’t hesitate to reach out. We are here to help.