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The future you want, the money to do it.
Education is a key component of our planning and investment process. We share our expertise with you through our blog so that you can have a deeper understanding of your finances and the decisions surrounding them.
The Latest From Our Blog
Five Year-End Planning Moves to Consider
As the end of the year approaches, it's an opportune time to review your financial status and make strategic decisions that can impact your well-being in the coming year. These year-end planning moves can save you money, optimize your taxes, and set a solid foundation for the future. Here are five to-dos to consider before the calendar...
3 Pieces of Investment News: a Fed Rate Cut, Inflation, and the Election
There is no shortage of news to keep investors busy. Will there be a Fed rate cut? What is happening with inflation? How will the election impact the market? Wise investors filter the sensationalism to get to the heart of what they need to know. This week, we’re distilling three pieces of investment news, including updates on inflation data,...
Should You Save for Retirement or College?
As the summer wanes and children across the country return to school, parents and grandparents encounter the looming costs of education. From kindergarten to college, the expenses associated with a child’s education are substantial. In contrast, another critical financial goal – retirement – demands equal attention. Whether you should save for...
3 Stages of Financial Management for Entrepreneurs and the Self-Employed
Whether you’re envisioning or exiting your venture, financial management for entrepreneurs and self-employed workers is nuanced, often requiring additional planning above and beyond “normal life.” Here are three stages of financial management for the self-employed, with advice for each phase. If you’re pivoting towards an entrepreneurial...
How to Create a Stress-Free Retirement
Retirement is a time for pursuing your passions, reaping the fruits of your labor, and making the most of life. However, there are many financial pressures facing retirees and pre-retirees. What are these pressures, and what tools are available to help create a stress-free retirement? Retirement benefits looked different in decades past than...
5 Principles Most Good Investors Know
What makes a good investor? In addition to a strong knowledge of the economy and market, wisdom, patience, and an understanding of a few core principles go a long way. Here are five such principles most good investors know. Good investors understand that investing is flexible and multifaceted. What works in today’s market might not work in other...
Planning for the Cost of Long-Term Care
As you enter your “golden years,” perhaps you imagine yourself traveling, visiting grandchildren, or pursuing a favorite hobby. These are great aspirations to plan for, but unfortunately, none of us can predict the future, so it’s also wise to prepare for other scenarios, including the cost of long-term care. According to a 2019 report from the...
How to Respond to Current Equity Market Volatility
Equity market volatility, or the up and down fluctuation of the equity market, is normal. Recently, we’ve seen this volatility in the U.S. and across the globe. Where is this volatility coming from, and how should we respond? Here are four insights to help you understand current equity market volatility. To grasp the big picture of equity...
Is a Roth 401(k) an Option for You?
Approx. Reading Time: 3 min. Since it became available in 2006, many employers have added a Roth 401(k) option to their benefits packages for retirement savings. Though not required, a Roth contribution is available for most employer retirement plans in addition to traditional offerings. Roth Individual Retirement Accounts, or Roth IRAs, are...
The Unique Advantages of Special Needs Trusts
Approx. Reading Time: 2.5 min. A Special Needs Trust (SNT) is a crucial financial tool designed to benefit individuals who rely on needs-based public assistance. These trusts enable beneficiaries to maintain their eligibility for public benefits while receiving additional financial support from an inheritance. For clients with dependents or...