Video Library
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Why Save for College?
We discuss the importance of starting early and why saving, in general, is vital given recent increases to college costs.
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Are You Maxing Out Your 401k?
We pose the question, "Are you really maxing out your 401k?"
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Catch-Up Contributions
A brief recap of the benefits of catch-up contributions and how the rules for them will be changing in the near future.
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Q2 2024 Quarterly Update
We recap another strong rally for the markets and look ahead at what's driving the markets moving forward.
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Q1 2024 Quarterly Update
We recap the rally that punctuated a stellar year and look ahead to what 2024 has on tap - on location from Philly!
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Year End Concerns - Part 2
The conclusion of our list of year-end concerns, this video focuses on the "more fun" stuff - like saving and spending.
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Year End Concerns - Part 1
Part one of our list of year-end concerns, this video focuses on the "less fun" stuff - chief among them cutting back on taxes.
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When Should I Start Social Security?
It's a simple question, and it normally kicks off a long conversation. In our latest video, we detail some of the items that come up in that discussion.
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New Simplified FAFSA for 2024-25
A look at big changes to FAFSA starting with the 2024-25 school year application.
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2024 Social Security COLA
Social Security released its 2024 Cost-of-Living Adjustment (COLA). Check out our video to learn what that adjustment is, how that figure came to be and how it compares.
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Q4 2023 Quarterly Update
We recap a more volatile Q3, look at rate projections with two more FOMC meetings this year and discuss the possible market impact of a gov't shutdown with another deadline looming.
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Minor Savings Options
We lay out a few options to consider when saving for minors.
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FDIC Coverage
We discuss FDIC coverage - why it's so important and how ignoring FDIC limits can potentially put your cash at undue risk.
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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!
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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.
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Financial Planning
A brief overview of Financial Planning, the various types of planning and why we feel the process is vitally important.
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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.
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Charitable Giving In Your Estate Plan
Options to consider if you want charitable giving to be a part of your estate plan.
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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.)
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Dying Intestate
Christine Brown Murphy joins us to discuss how dying intestate (without a will) can potentially lead to unintended consequences and unwanted beneficiaries.
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Estate Process
Christine Brown Murphy joins us for a chat about the probate and estate process.
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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.
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Intro to Estate Documents
Four important estate planning documents that everyone should consider using - POAs, advanced medical directives, wills and letters of instruction.
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Donor-Advised Funds
A brief overview of Donor-Advised Funds, a popular to satisfy any charitable desires now and after you pass away.
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Qualified Charitable Distributions
A brief review of Qualified Charitable Distributions, a way to give to charity, minimize taxes and (potentially) satisfy RMDs.
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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.
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Social Security Benefits
A brief overview of Social Security benefits and the important ages related to those benefits.
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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.
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Milestone Birthdays
A brief review of milestone birthdays in the world of financial planning.
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Retirement Plan Options
A review of options for your retirement plan account when changing jobs or retiring.
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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?
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Backdoor Roth IRA
A brief overview of the Backdoor Roth IRA and its potential benefits for higher wage earners.
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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.
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Diversification
A brief overview of the concept of diversification, the best way to help mitigate investment risk.
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Risk
A brief overview of investment risk, a topic of frequent discussion with our clients, especially during times of increased market volatility.
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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.
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Q4 2021 Quarterly Update
Q3 market recap, questions for the markets looking forward and updates on FAFSA, Medicare, Social Security, among other items.
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Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.