Greetings from Omaha, Nebraska!
We hope your July is off to a great start — long summer evenings, some time away with family, and a Fourth of July worth savoring as the country turns 250. Maybe you’ll have a World Cup match or two on in the background as well.
A quick note before this month’s articles. Each year we ask you to spend about 5 minutes in your secure client portal confirming the information we have on file, so your plan stays built on accurate, current details. We’ve pre-filled as much as we could, and since we moved to a new platform late last year, this is a great year to give everything a close look. If you haven’t already seen that email from me come through, watch for it in the weeks ahead — no action needed until it arrives. Questions? Reach out to me, Barb, or Sarah anytime.
This month we’re sharing four reads we think are worth your time — a heads-up on big changes to federal student loans, a thoughtful piece on preparing the next generation for family wealth, a mid-year housing market check-in, and a lighter look at why summer fun has gotten so pricey.
As always, if anything sparks a question, don’t hesitate to reach out.
All the best,
Matt Lessman
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The Rules for Student Loans Just Changed. What Borrowers Need to Know.New borrowing limits and fewer repayment options for student loans take effect, affecting parents, undergraduates and graduate students.
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Communication Breakdown: The Important Talk Many Rich Families Aren’t HavingNew research suggests most wealthy families aren’t having discussions with younger generations about the purpose or goals of family wealth.
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What Homebuyers Should Expect From the Housing Market In The Second Half Of The YearHome prices are still elevated, with low housing supply making affordability a challenge nationwide. Rising costs outside housing continue to squeeze budgets, making it harder for potential buyers to afford a home.
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When Did Having Fun Get So Expensive? The Summer When ‘Funflation’ Went WildFrom World Cup matches to concert tickets, live entertainment is testing household budgets. Fans are dipping into savings and taking on debt, while the industry finds new ways to cash in.
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