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...
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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....
Financial Planning Tip July
July 2021 Fight inflation and go green this summer. Prices are rising throughout the economy. All sorts of products, or critical...
Financial Planning Tip June
June 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 May
May 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 April
April 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 March
March 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 February
February 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 January
January 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 December
December 2020 As the end of the year approaches, here are a few items to consider: Charitable Giving: Since December is a month when many...