Minor Savings Options
We lay out a few options to consider when saving for minors.
We discuss FDIC coverage - why it's so important and how ignoring FDIC limits can potentially put your cash at undue risk.
Q3 2023 Quarterly Update
We recap another strong quarter for the stock market, illustrate how consumer confidence is on the rise after a near-record long run of negative outlook and look ahead to the big items on the calendar in the months to come, including our exclusive virtual event on July 26!
Q2 2023 Quarterly Update
We recap the first quarter, touch on the big headline of the last few weeks and look at what's coming in the months ahead.
A brief overview of Financial Planning, the various types of planning and why we feel the process is vitally important.
Q1 2023 Quarterly Update
We discuss the items shaping the markets heading into 2023 and dive a little deeper into what could be on tap this year for bonds.
Charitable Giving In Your Estate Plan
Options to consider if you want charitable giving to be a part of your estate plan.
The SECURE Act
Since the SECURE Act passed in 2019, things have changed a great deal for beneficiaries of retirement accounts (IRA, 401(k)s, etc.)
Christine Brown Murphy joins us to discuss how dying intestate (without a will) can potentially lead to unintended consequences and unwanted beneficiaries.
Christine Brown Murphy joins us for a chat about the probate and estate process.
Q4 2022 Quarterly Update
We recap a seesaw quarter for the markets, discuss the big stories as we head to the finish line in 2022 and look at the calendar for a busy fourth quarter.
Intro to Estate Documents
Four important estate planning documents that everyone should consider using - POAs, advanced medical directives, wills and letters of instruction.
A brief overview of Donor-Advised Funds, a popular to satisfy any charitable desires now and after you pass away.
Qualified Charitable Distributions
A brief review of Qualified Charitable Distributions, a way to give to charity, minimize taxes and (potentially) satisfy RMDs.
Medical Debt and Your Credit Report
Are you or someone you know dealing with medical debt? Well, there's some potential GOOD NEWS - there's been a change to the way that debt is reported on your credit report.
Social Security Benefits
A brief overview of Social Security benefits and the important ages related to those benefits.
Q3 2022 Quarterly Update
We recap another bumpy quarter for stocks and bonds, take a deeper look into why inflation has been so stubbornly high, and discuss the key topics shaping the markets moving forward.
A brief review of milestone birthdays in the world of financial planning.
Retirement Plan Options
A review of options for your retirement plan account when changing jobs or retiring.
Planning for Educational Expenses with 529 Accounts
What are 529 Accounts? How do they work? What are the potential benefits to using one to cover educational expenses?
Backdoor Roth IRA
A brief overview of the Backdoor Roth IRA and its potential benefits for higher wage earners.
Q2 2022 Quarterly Update
We recap a bumpy quarter for stocks and bonds and cover the major headlines that are shaping the markets moving forward.
A brief overview of the concept of diversification, the best way to help mitigate investment risk.
A brief overview of investment risk, a topic of frequent discussion with our clients, especially during times of increased market volatility.
Q1 2022 Quarterly Update
We recap a stellar year for the S&P 500, in spite of some Q4 volatility, look ahead to what's on the horizon in 2022 and talk taxes.
Q4 2021 Quarterly Update
Q3 market recap, questions for the markets looking forward and updates on FAFSA, Medicare, Social Security, among other items.