Thanks a Million
We know our clients are looking for more than just status; they’re looking for purposeful ways to use their wealth. Here are just a few examples of how you can impact the people, organizations, and community around you.
Teaching Your Kids to Invest Early in Life
Category: Financial Planning
One of the concerns I continually hear from the clients I work with is whether the next generation can handle money well. The only way to know is to give them an opportunity. Helping them invest early and often will teach them discipline, patience, how to manage their emotions and the power of compound interest. All of it is essential learning on the path to financial independence . . . and many other things in life, as well.
Teaching Your Kids to be Grateful and Giving
Category: Financial Planning » Charitable Giving
Most of the time, it is not so much how we directly “teach” our kids about the value of money but rather how we model and speak about money around them.
Teaching — and Learning from — Our Kids: What Kind of Spender Are You?
As a financial planner and a parent who didn’t grow up with the benefit of family financial literacy, I’m always looking for creative ways to teach my kids about money. Read more to see how a simple family trip revealed three unique spending styles.
Tax Planning Strategies For 2019: How Can You Act Now?
Dave Farnsworth of McGowen Hurst Clark Smith explains a few different ways you could reduce your tax liability in 2019.�
Tax Loss Harvesting: Losing to Win?
Category: Investing
In the investing world, how can it be possible to win even when you lose? That is precisely what occurs when utilizing a tax loss harvesting strategy. Let's take a look!
Saving for a Rainy Day
Category: Financial Planning » Cashflow
According to a 2020 Federal Reserve study, 36% of American adults do not have enough cash to cover a $400 unexpected expense1. While the opposite 64% say they DO have enough, that still leaves around 90 million American adults unable to handle a modest money disruption in their lives.
Satisfying Your Tastes and Preferences for Investing and Dining
If you were asked to describe what you liked about your favorite food, where would you start? If you were asked to describe what you would like in your investment portfolio, what would you emphasize?
Running to Retirement
Stay diversified, and stay the course. That’s good advice for both runners and investors.
Running and Saving: A Lot’s the Same!
Category: Financial Planning » Cashflow
My time in the financial industry has made me realize that saving is a lot like running. You do not necessarily always want to do it, but you know that it’s good for you and for your future.
Round Two: Stimulus Aid Arrives
Category: Financial Planning
The aid package was just one part of a larger funding bill, and it contained many provisions, most notably an additional round of direct payments to Americans.
Retirement: Living Well and Fully Living
Category: Financial Planning » Behavioral Finance
Essential do’s and don’ts that could help you enjoy your retirement life to the fullest.
Retirement is Just the Start!
Category: Financial Planning
We often find ourselves seeking the “finish line” where we no longer need to earn more income. But when it arrives, many folks find they have only just begun to impact the world the way they want.
Retirement Happiness
Category: Financial Planning » Behavioral Finance
What are the primary drivers of a happy retirement and overall wellness?
Retiree Health Insurance Options Prior to Medicare Eligibility
Category: Financial Planning
Key health insurance options and considerations for retirees prior to Medicare eligibility.
Retire To do WHAT
Category: Financial Planning
Refinance
Category: Financial Planning » Cashflow
Recession “Reaction”
Plenty of arguments exist as to why we will be and/or already are in a recession. However, there is good news out there that isn’t readily reported.