-
How Education Planning Fits into Your Financial Plan
Every year, May 29th brings renewed attention to 529 plans. They are powerful, tax-advantaged tools for saving for your child or grandchild’s education, offering tax-free growth and withdrawals when used…
-
Financial Planning Corner: Only Two Years Remain!
Most of the individual provisions in the 2017 Tax Cuts and Jobs Act (TCJA) are set to end after 2025.…
-
Is this time different?
The U.S. economy continues to roll along despite labor strikes throughout the country, budget wrangling in D.C., unthinkable wars in…
-
Macroeconomic Update: Surprise, Surprise, Surprise
When it comes to economic data in 2023, upside surprises have been the name of the game. Last Friday, we…
-
Markets – 3rd Quarter, 2023
Market participants went into the third quarter increasingly confident that a recession was off the table, thanks in large part…
-
Financial Planning Corner: But I Won’t Live that Long…
The average U.S. life expectancy is now around 80 years. We hear this statistic all the time, but this references…
-
Resiliency Reigns…For Now
The arduous road to stable prices from high inflation and the threat of a U.S. recession has proved to be…