Financial Planning Tip April 2023
Deposit insurance is a horribly dull topic -- until it isn't. In the wake of the collapse of several U.S. banks, we are reiterating our...
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Financial Planning Tip March 2023
Would you be interested in an investment that pays a guaranteed 33% return for a minimum term of 20 years? Then we have a pitch for you:...
Financial Planning Tip February 2023
We've written many times that we view insurance as a transfer of risk. Thanks to the changes wrought by the pandemic (and just as a good...
Financial Planning Tip January 2023
This new year brings us a large number of changes to the laws around savings accounts like IRAs. Here are a few of the most pertinent...
Financial Planning Tip December
December 2022 If you haven’t looked at how your cash is invested recently, now is the time. We always recommend keeping some money in...
Financial Planning Tip October
October 2022 Are you planning to leave money to charity in your estate? If so, a little strategic planning can make sure that more money...
Financial Planning Tip September
September 2022 It’s back to school season and college loan forgiveness is in the news. If you (or your family members) are thinking about...
Financial Planning Tip August
August 2022 Deposit insurance is a horribly dull topic -- until it isn't. In the wake of the cryptocurrency collapse, many investors who...
Financial Planning Tip July
July 2022 Now that inflation is high, is it time to buy Treasury Inflation Protected Securities (TIPS)? Inflation is the highest it’s...
Financial Planning Tip June
June 2022 As the stock and bond markets have turned down this year, we thought this was a good time to revisit the secrets to successful...
Financial Planning Tip May
May 2022 Are there any good places to stash your cash right now? If you are looking for inflation-beating returns on your money, the...
Financial Planning Tip April
April 2022 Demystified: Making College Affordable If you know a high school student, you probably know that the process of finding the...
Financial Planning Tip March
March 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 February
February 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 January
January 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 December
December 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 November
November 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 October
October 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 September
September 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 August
August 2021 Using the Qualified Charitable Distribution During one's working years, the vision of retirement may seem blissfully simple....
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