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Who Run the World? Girls!

Category: Financial Planning
By Brittany Heard
10/15/2019
Women currently influence nearly half the wealth in the United States and will likely influence 75% of the wealth by the year 2030.

Single Stock- Too Much of a Good Thing

Category: Financial Planning
By Marcus Iwig
10/25/2019
Executives often have a significant portion of their wealth in their company stock. For retiring or retired executives, or those who have more than their holding requirements, we work to determine how much, if any, they should continue to hold and how to tax-efficiently decrease their exposure as needed.

Money Can’t Buy Happiness, or Can It

Category: Financial Planning
By Caleb Brown
10/29/2019
The book Happy Money: The Science of Happier Spending by Elizabeth Dunn & Michael Norton has changed the way I think and feel about spending. It’s based on academic research that identifies ways that spending can increase our joy, something I didn’t think possible before reading this book!

Life is Full of Taxes

Category: Financial Planning
By Ross Polking
11/15/2019
As the calendar races to a close, it’s important to consider the impact of selling securities in a non-qualified (aka brokerage or non-retirement) account. While everyone’s situation is different, it’s important to understand the basics.

CARES Act Q&A

Category: Financial Planning
By Kent Kramer
04/17/2020
Kent Kramer and Zach Dalluge answer some important questions about the Coronavirus Aid, Relief, and Economic Security (CARES) Act. 

Vaccine for Physician Pocketbooks

Category: Financial Planning
By Ross Polking
05/07/2020
While many in the healthcare profession are working tirelessly to meet the demands the COVID-19 virus has placed on the system, others have seen their hours cut and sources of income dwindle. Here are some options for those of you whose financial situation has changed dramatically in the past few months.

Five Reasons to Consider a Roth IRA Conversion

Category: Financial Planning
By Andy Mullan
05/15/2020
The first four months of 2020 have proven to be unpredictable, volatile, and challenging. Despite recent market changes, there continue to be several planning opportunities that we are monitoring for our clients. One of these is Roth IRA conversions. 

How Could You Use Your Stimulus Check?

Category: Financial Planning
By Brittany Heard
05/27/2020
You may be wondering what steps you can take to improve your financial life during these unsettling times. I would like to share some thoughts on how to use your stimulus funds and staying invested during anxious times.