It’s a new year and a new opportunity to make an impact on your community. With recent 2023 IRS updates, it’s a good time to...
Money Notes
Think Before You Withdraw
Tapping into retirement savings should be a last resort For more than a year now, the U.S. economy has found itself in a...
Politics and Portfolios
Many years ago, in a Berkshire Hathaway shareholder letter, Warren Buffett famously wrote “We will continue to ignore political...
Year End Smart Money Financial Tips
As the end of the year approaches, there are a number of items you may need or want to accomplish before 2023 begins. This...
Considerations When Leaving an Inheritance – Part II
In the first part of this series, we looked at the massive looming intergenerational wealth transfer (an estimated $72.6...
Making an Inheritance or Windfall Last – Part I
The US is on the brink of a massive intergenerational wealth transfer. Over the coming 25 years, it is estimated that up to...
Are Emotions Impacting Your Investment Decisions?
For the 20 years ending December 31, 2020, the stock market (as represented by the S&P 500®) delivered an average annual...
Preparing to Age in Your Own Space
We recently engaged in a very common financial planning discussion with a client centering around their life goals while in...
Raising Financially Responsible Children
As parents, we can’t help but worry about our kids—whether they’re three or thirty. We want them to experience all that life has...
Money Minute: How can I finance my interest to travel?
Congratulations, You’ve Been Asked to Join a Nonprofit Board
Here’s what you need to know about being a fiduciary steward. It’s a tremendous honor and privilege to be asked to serve on a...
Deciding When to Retire
How to plan for your transition Clients usually know when they hope to retire but are often uncertain as to whether or not their...