direction. impact. legacy.
04/29/2024
Is your financial plan holistic? 6 questions you should ask It takes more than a basket of stocks to secure your financial future. It takes strategy, savings, and a commitment to tax efficiency. It takes holistic planning.
03/30/2024
Is maxing out your 401(k) enough for retirement? You fully fund your 401(k) retirement account every year, sacrificing a fatter paycheck today for financial security down the road, and for that, you should be proud. Depending on your income and future lifestyle, however, it may not be enough.
03/01/2024
How interest rates work and affect you Interest rates have a profound effect on consumers. They set the cost of borrowing money, determining how much you’ll actually pay to buy a house or a car or carry a credit card balance. I
02/03/2024
Markets: 2023 lessons for the coming year … in 5 charts Despite the gyrations and the travails, progress has been made, and we must take stock of where we are, and what we have experienced, so we can, with any luck, make better decisions about the future that we face (however uncertain that may be).
01/20/2024
Tips to help maximize your retirement income Given today’s retirement realities, it’s crucial to think about how you define retirement and how you intend to manage your income, typically a combination of money from retirement accounts, Social Security payments, and proceeds from investment contributions made over the years.
01/01/2024
Happy New Year!
12/25/2023
Merry Christmas!
12/23/2023
5 inexpensive DIY holiday gift ideas A handmade scarf, baked goods, a cherished photo in a discount frame. Gifts for friends and family during the holiday season need not break the bank. In fact, some of the most meaningful gifts you can give are virtually free.
12/09/2023
6 icebreakers for talking finances with your aging parents The topic of money and finances may be taboo in many homes, but it is also one that should not be ignored, especially between adult children and their aging parents.
11/22/2023
Estate planning 2023: ‘Tis the season for gifting Have you considered the role that gifting can play in effective year-end financial planning?