While most of us (to a greater or lesser extent) plan financially for retirement, we often don’t think to devote the same amount...
Retirement
Year End Reminders
[Download Annual Financial Reminders]
Being strategic: the triple-tax benefits of a Health Savings Account
A Health Savings Account (HSA) is a triple tax-advantaged savings account designed to help individuals and families with a...
BLBB Life Organizer
This document helps you organize your personal information. Your estate administrators (executor, power of attorney, trustee)...
Maximize Your Charitable Giving Tax Benefits
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...
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...
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...
What should I do with my company stock options?
Are you fortunate to work for an employer that has included a stock option plan as part of your overall compensation package? If...
Money Minute: Should I continue to invest after retirement?
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...
Keeping it Real for Plan Sponsors
Don't Forget your Fiduciary Duties On January 24, 2022, the US Supreme Court, in Hughes v. Northwestern University, unanimously...