Financial Planning Tip AprilApril 2022 Demystified: Making College Affordable If you know a high school student, you probably know that the process of finding the...
Financial Planning Tip MarchMarch 2022 Many clients ask whether it's a good idea to hold on to your employer's stock. Bottom line up front: No. Both your paycheck...
Financial Planning Tip FebruaryFebruary 2022 It’s February and time to start prepping for tax season. You've probably heard that the IRS is so backed up that it hasn't...
Financial Planning Tip JanuaryJanuary 2022 It's a new year and everyone is making stock market predictions. This year our prediction is: the markets will fluctuate....
Financial Planning Tip DecemberDecember 2021 Maintain a list of your credit cards and where they are stored. Credit cards are very handy but they can be a pain in the...
Financial Planning Tip NovemberNovember 2021 We're less than sixty days from 2022, and with the typical year-end chaos set to return, the books will close on 2021 in...
Financial Planning Tip OctoberOctober 2021 The Real cost of college? If you have children who are college-bound, it’s never too early to start thinking about paying...
Financial Planning Tip SeptemberSeptember 2021 September is Life Insurance Awareness Month, so we would like to make you aware of the lone appropriate use for life...
Financial Planning Tip AugustAugust 2021 Using the Qualified Charitable Distribution During one's working years, the vision of retirement may seem blissfully simple....
Financial Planning Tip JulyJuly 2021 Fight inflation and go green this summer. Prices are rising throughout the economy. All sorts of products, or critical...
Financial Planning Tip JuneJune 2021 What is so rare as a day in June? Then if ever, come perfect days; -- James Russell Lowell In honor of the coming of summer, we...
Financial Planning Tip MayMay 2021 The stock market has been on a tear since last year at this time. That means big gains in your portfolios, but it can also mean...
Financial Planning Tip AprilApril 2021 April is the cruellest month, breeding Lilacs out of the dead land, mixing Memory and desire, stirring Dull roots with spring...
Financial Planning Tip MarchMarch 2021 Are you eligible to contribute to a Health Savings Account (HSA)? If you are, you should contribute as much as you are able....
Financial Planning Tip FebruaryFebruary 2021 Tax season is just around the corner. We have put together a few timely insights and reminders: • Don't make any tax...
Financial Planning Tip JanuaryJanuary 2021 As we all bid good riddance to 2020, we suggest taking a moment to think about what you'd like your financial picture to...
Financial Planning Tip DecemberDecember 2020 As the end of the year approaches, here are a few items to consider: Charitable Giving: Since December is a month when many...
Financial Planning Tip NovemberNovember 2020 If you’d normally be planning a required minimum distribution (RMD) from your IRA this time of year, you can push that...
Financial Planning Tip OctoberOctober 2020 With an election looming, the possibility exists that control of Congress and the White House will switch parties. In...
Financial Planning Tip SeptemberSeptember 2020 In June we talked about the current environment of low interest rates which makes it a good time to refinance your...