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Financial Planning Corner: Are You Giving the IRS Free Money?
Read more: Financial Planning Corner: Are You Giving the IRS Free Money?We ask clients to send us their completed tax returns every year. This helps us identify planning opportunities, informs trading decisions, and allows us to…
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Macroeconomic View & Markets
Read more: Macroeconomic View & MarketsThe year 2020 was a time of unprecedented personal, economic, and political turmoil. Leading to unparalleled…
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“Where Am I Going?”
Read more: “Where Am I Going?”The beginning of any year is a good opportunity to review your life and determine what…
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Markets & Macroeconomic View
Read more: Markets & Macroeconomic ViewThe economic recovery continued throughout the quarter. U.S. manufacturing expanded for a 5th straight month ending…
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Medicare – The Basics
Read more: Medicare – The BasicsThe cost for healthcare continues to significantly outpace inflation and, for some, may be the biggest…
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Risk Tolerance Recalibration
Read more: Risk Tolerance RecalibrationOver the last decade, as we progressed further from the Financial Crisis, investor risk tolerance has…
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What You NEED to Know!
Read more: What You NEED to Know!Congress just passed two very important pieces of legislation – the SECURE Act & the CARES…
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CFP® Certification
Read more: CFP® CertificationMany people call themselves “financial planners” but lack the credentials and standards of CFP® Professionals. One key…
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Social (In)Security
Read more: Social (In)SecurityIn the 2019 Gallup poll on Social Security, 67% of Americans listed Social Security as one…
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Second Set of Eyes
Read more: Second Set of EyesFor our analysis work, we have at least one other team member review the methodology, results,…