What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.
4 Tax-Advantaged College Funding Strategies
You know the old adage, "Nothing in life is certain but death and taxes." Add to that a third certainty: college education costs will continue to outpace inflation. Ouch.There are numerous tax-efficient strategies that could help fund...Read More
A Note on the Yield Curve
Recently, you may have seen some headlines talking about an “inverted yield curve” and what it may mean for the economy. An inverted yield curve is just one indicator of the economy’s possible direction, so...Read More
SECURE Act 2.0: An Overview
In the final days of 2022, Congress passed a new set of retirement rules designed to make it easier to contribute to retirement plans and access those funds earmarked for retirement.The law is called SECURE 2.0, and it's a follow-up to...Read More
What is the Cost of Missing a Market Rebound?
Panic selling is not an investment strategy. Repeat: panic selling is not an investment strategy.Investors who pull the emergency brake and bail out during a market decline almost always lock in a loss on their investments. And if they...Read More
How much insurance should you have?
Who needs life insurance? If your job offers group life coverage, should you take it? Do you need more than that? Should it be temporary (term) or permanent? And for how much coverage? How do you know?Life insurance can be complicated....Read More
5 Types of Insurance Your College Student May Need
If you have teenagers, you’re likely very in touch with the adage, “One day you’re changing diapers, and the next you’re sending them off to college.” One of the results of that compressed passage of time...Read More
Why You Should Set Up Your Online Social Security Account
For many of us, Social Security plays an important part in our financial plans for retirement or later stage of life. Even if you’re years away from applying for benefits, there are good reasons to set up your online Social...Read More
What is a Backdoor Roth IRA Conversion?
Like it or not, taxes are a way of life. They fund great things like roads, libraries and parks, but nobody wants to pay more than they absolutely have to. We often get questions like, “How can I balance my tax obligations with...Read More
Don’t Shred Those Tax Documents Yet!
3 Investment Terms You Should Know
Should Investors Be Worried About Ukraine?
Newly Announced IRS Retirement Plan Limits for 2021
Check your IRA beneficiaries
Choosing a trusted contact can protect you
Mutual Funds vs. ETFs
The growth of exchange-traded funds (ETFs) has been explosive. In 2002, there were only 102; by 2020, there were over 7,000 investing in a wide range of stocks, bonds, and other securities and instruments.Read More
2022 Contribution Limits
Preparing for retirement just got a little more financial wiggle room. This week, the Internal Revenue Service (IRS) announced new contribution limits for 2022.Staying put for 2022 are traditional Individual Retirement Accounts (IRAs)...Read More
Is Now A Good Time To Refinance Your House?
People often ask me if they should refinance their house. It isn't always an easy answer. There are many factors that need to be considered. To help you decide, you can download our handy Flowchart to see if it makes sense.Read More
Grandparents and College Savings Plans
The 529 College Savings plan is an incredible planning tool. As a parent who has actually used these accounts to pay for my kids college, I have seen first hand how useful they can be. Grandparents will often ask if they should...Read More
Do your heirs need any of your passwords?
These days we have quite a few websites that have passwords. Additionally, we have many digital assets stored on the web. Things like ebooks, music, and movies can be accessed online. What happens to these things when you pass away?...Read More
Spousal IRA Rollovers
Normally, you can not roll over another person's IRA into your own. If you inherit an IRA from your parents, for example, you need to put it into an inherited IRA. However, the spousal roll over is an option for married couples. The...Read More