“Even though I have a big presentation to give at work today, it’s my mother’s birthday, and I promised to coach my daughter’s soccer practice tonight, I think I’d really like to take a top-down look at my overall estate plan today,” said no one ever.
Estate Planning Considerations – Getting Your Ducks in a Row Read More »
Does the grass sometimes look greener on the other side? Friends and neighbors just cashed in on the investment of a lifetime?
Financial FOMO – Fear of Missing Out – YOU Too? Read More »
Markets go up and markets go down over the course of an economic cycle, but the long-term trend is “Up and to the Right”, making all downturns thus far temporary. Why not take advantage of the dips as well as the gains? We believe you can benefit from either condition. Here’s how.
Tax Loss and Gain Harvesting – Intentionally Employed Tax and Portfolio Strategies Read More »
There are probably nearly as many ways and reasons to give as there are organizations and individuals seeking support. Our time, skills and resources are always in demand!
The ABC’s of Gifting Appreciated Securities Read More »
Biblically Responsible Investing (BRI) seeks to align an investor’s faith with their investments. However, the inherent subjectivity of aligning an investor’s values with a fund manager’s values proves to be a challenge. In addition, there historically has been performance drag due to their active management. BRI – Is it right for you?
Biblically Responsible Investing – An Objective Look into a Subjective Matter Read More »
One of the first questions many people ask us is, “When can I retire?” While we are grateful that people are asking us this question before they have already retired (versus after and then subsequently wondering if they’ll run out of money), it is important to note that the concepts around retirement are fortunately shifting. Many people instead are asking, “How can I live a longer and more satisfying life with the resources I have in place?”
When Can I Retire? What Does Life Look Like When I Do? Read More »
Are YOU Feeling Very Secure?
Somewhat ironic perhaps? “Social Security” conjures up neither feelings of security nor being very social these days. It’s simply not new news that our Social Security program has challenges that lie ahead.
Changing the paradigm a bit, however, the gloom and angst around our Social Security program creates great reason to celebrate! What?!
Cyber Security, Home Security, Personal Security…but SOCIAL Security? Read More »
One of the forefront topics in the world of retirement planning was created with the advent of the Roth IRA: tax-free growth.
Tax-Free Anyone? The Many Flavors of “Roth” Read More »
What’s the #1 service people wish their financial advisor would provide? Tax planning. People like to save money on their taxes – who knew? While there are strategies to be implemented throughout each year, there are some that have year-end deadlines.
Year-End Tax Strategies – The Clock is Ticking Read More »