Financial Planning Tip September 2023
The end of summer is upon us again, and with that, the start of the new school year. Take time over the next couple days to consider the...
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Financial Planning Tip August 2023
Have you updated your will recently? If you haven’t looked at your estate planning documents in the last ten years, now is the time to...
Financial Planning Tip July 2023
Now is a good time to be a saver. Money market funds are paying more than 5% and even normally stingy banks are paying for deposits. One...
Financial Planning Tip June 2023
The debt ceiling stand-off has caused some angst for investors who are considering how a possible default might affect their investments....
Financial Planning Tip May 2023
With flowers blooming, birds chirping, and sunsets stretching later, it's clear that spring has arrived, and with it, spring cleaning! If...
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...
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....
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