Making the Most of Your Annual Account Review Meeting
Your life and goals are constantly evolving, so it’s important your financial plan does the same. Hopefully, you have a trusted Wealth Management professional [...]
Financial Advisors vs. Wealth Advisors
First of all, congratulations! If you’ve made the decision to seek guidance from a financial professional, you have already begun to make significant progress [...]
Saving for Retirement and Your Child’s Education at the Same Time
You want to retire comfortably when the time comes. You also want to help your child go to college. So how do you juggle [...]
October: National Financial Planning Month
Whatever your destination, it helps to have a map—and that’s especially true when you’re preparing financially for the journey we call life. Whether your [...]
Covid 19’s Disproportionate Impact on the Financial Health of Women
Throughout the course of the pandemic in 2020, women lost a million more jobs than men, causing them to experience the setback of not [...]
The Importance of Understanding Your Credit Score
Understanding the value of your credit score is an important first step to improving your financial health. Ask anyone who has ever applied for [...]
How to Build Your Own Retirement Plan
Retirement plans for self-employed people were formerly referred to as “Keogh plans” after the law that first allowed unincorporated businesses to sponsor retirement plans. [...]
Making Sense of HSAs and FSAs
Healthcare can be expensive, right? No matter whether yours is bronze, gold, or even platinum, it's pricey. And that's not to mention out-of-pocket medical [...]
529s as Vehicles for Wealth Transfer & Estate Planning
An unintended consequence of 529 plans, which originated from an Internal Revenue code permitting them in 1996, is tremendous estate-planning capabilities, particularly for grandparents [...]
Making the Most of Charitable Giving: CRTs and DAFs
Do you find the acronyms CRT, CRUT, CRAT, and NIMCRUT confusing? If so, you’re not alone. But once you understand the basic structure of [...]