It feels unoriginal, but what kind of financial planner would I be to not even acknowledge the latest tax bill? There is a LOT going on with the bill (remember, it’s Big), so I’m going to focus very narrowly on…
Tariffs, world unrest, inflation, politics, actual ticks – things are going to happen, but people still want to finish their basements. A common question that comes up in financial plans is, “How can I pay for my house improvements without…
It’s hot, you’re cranky, and you have a baseball tournament/music festival/company picnic/outdoor wedding/high school reunion/hot flash to attend. Never fear! Your friendly financial advisor has some little luxuries to help turn your roofer-sweat into an Instagram-worthy glow. Arctic Air Pocket…
You know who stresses less about stock market volatility? People who have a financial plan. According to the Goldman Sachs 2024 Retirement Survey and Insights: 40% of people with a financial plan feel comfortable managing their savings and investments, compared…
Occasionally people ask if they should have their adult children sit in on their retirement planning appointments. While I am all for meeting the whole family, the answer to this question depends on your situation. For some, letting Junior know…
Times are stressful with rising prices, crazy stock markets, and general world instability. While you can’t control people starting a trade war, you can control how the fallout affects your bottom line. Here are some ideas on how to lower…
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