Filed under: Financial Planning
As 2019 draws to a close, we have included our “What Planning Issues Should I Consider Before the End of The Year?” checklist. If you have experienced any changes with your finances or if you would like to discuss any of these items in gre...
Filed under: General
PERFORMANCE Different quarter, similar story: U.S. stocks and bonds both moved higher in the third quarter. Major stock indices flirted with all-time highs reached earlier in the year, and bonds continued to be fueled by both strong demand amid ...
Filed under: Education and Insights
You may have heard some recent buzz on a new retirement bill. On May 23, 2019, The House of Representatives passed The Secure Act, which stands for “Setting Every Community Up for Retirement Enhancement”. Assuming the bill gets through the S...
Filed under: Education and Insights
The “D” Word No one wants to think about — and even more so talk about — the “D” word…death. We often tip-toe around the topic before it happens and then once a death occurs it is a forced discussion. I recently attended a dinner w...
Filed under: Education and Insights
We have an aging population, by 2030 all baby boomers will be over the age of 65. The number of Americans age 65 and older is projected to more than double from 46 million today to over 98 million by 2060, and the 65 and older age group’s shar...
Filed under: Thoughts on Money
This time of year is often referred to as the giving season and for the right reason: Americans tend to give more in the last quarter of the year than any other. According to the Nonprofit Research Collaborative, over half of the nonprofit organ...
Filed under: Education and Insights
by Brent Bell, CFP®, MS Yes, You Can Retire Early! Yes, You Can Access Your Retirement Plan Assets! No, You Don’t Have to Pay a Penalty! Early Retirement and the Early Distribution Dilemma Picture this: You’re 52 years old, you’ve bee...
Filed under: Education and Insights
by Patrick Hannon, CFP® Filing for Social Security benefits may be one of the most important financial decisions you make. It’s also one of the hardest. The variables to consider include longevity, continued employment possibilities, cash flo...
Filed under: Investing
Financial markets in the first few months of 2018 have already demonstrated more volatility than during the entirety of last year. While we can never know for certain why markets behave the way that they do, we feel that a combination of geopol...
Filed under: Education and Insights
Did you know that according to the Tax Foundation, the average American pays more in taxes than for food, clothing, and housing combined? Given the hustle and bustle that comes with the season, be sure to make time to connect with your tax and f...
Filed under: Education and Insights
While we may not be mentally prepared to think about it, back-to-school planning is right around the corner! Let’s spend time reviewing some college planning fundamentals and clear up a few of the misconceptions about preparing for the cost of...
Filed under: Education and Insights
After the United Kingdom voted last year to leave the European Union, each subsequent European political event has received greater than normal attention in the United States. A significant drop in stock prices after the Brexit vote (followed ...
