5/29 is for 529’s
Category: Financial Planning
May 29th is National 529 plan day. While there are many ways to save for future college expenses, a 529 plan remains one of the best.
Webinar: Creating Your Paycheck in Retirement
Category: Financial Planning
Joe Bantz and Jason Brown discuss strategies for tapping into your portfolio during retirement.
Raising Kids, Lowering Taxes
Category: Financial Planning
Raising kids costs money. But what if I told you that raising kids also lowers taxes? Here are a few areas of tax relief available to parents.
It’s College Planning Time. Are Your Finances Ready?
Category: Financial Planning
As you start checking these items off the list, the biggest things you have running through your head are dollar signs – lots and lots of dollar signs.
American Rescue Plan: Aid Begins Hitting Accounts
Category: Financial Planning
Most notably, the bill included another round of direct payments to Americans, many of whom have already received the $1,400 (individually), plus per spouse and dependent/s.
It’s Worth the Trip!
We had completed our hike successfully, and the challenges made it more memorable and satisfying. The same is true for all of us as investors.
Don’t Leave Your Last Round to Chance
Category: Financial Planning
I certainly would argue that building a business is more than just a dice game, but both involve risk. How you fill out your scoresheet in Yahtzee is a good example of what business owners might decide to do with their business profits.
Planning for Retirement? Practice Could Make Perfect
Category: Financial Planning
Retirement isn’t a reward you one day receive at random. It’s not something you jump into without a thought in mind. You work up to this day with purpose, precision, and dedication.
What Can You Do Before the 2021 Tax Deadline?
Category: Financial Planning
As you wait for those semi-warm days of spring, there are a few things you can do between now and April 15th connected to your 2020 tax return.
SECURE Act Signed Into Law. How Will This Impact Your Plan?
Category: Financial Planning
In December 2019, President Trump signed the Setting Every Community Up for Retirement Enhancement (SECURE) Act into law. Will it affect you?
Why I Hate New Year’s Resolutions
Category: Financial Planning » Behavioral Finance
Here’s the thing, I love the idea of starting fresh and changing that one thing that pushes you to be the person you want to be. However in practice, I hate – OK, strongly dislike – New Year’s Resolutions. Here’s why.
The Ins and Outs of Paying Student Loan Debt
Category: Financial Planning
Whether you are working on paying down student debt yourself, or have children looking to do so, below are some questions to consider.
Confirming What You Know
Category: Financial Planning
Even though I’ve been helping married clients with their money for years, I realized we needed help. Were we thinking about things in the right way? Were we asking the right questions? Were we doing a good job of listening to each other and respecting our differences?
An Executive’s Financial Guide
Category: Financial Planning » Estate & Transfer Planning
Our eBook, An Executive's Financial Guide, can help with your road map to retirement, as we show you new ways to make use of your wealth for purposes important to you.
Teaching Your Kids to be Grateful and Giving
Category: Financial Planning
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.
Life is Full of Taxes
Category: Financial Planning
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.
Debt- A Useful Tool or Financial Burden
Category: Financial Planning
After 30 years of helping people think about all aspects of their financial plan, here are some thoughts on personal debt.
Don’t Let Creditors Crack Your Nest Egg
Category: Financial Planning
Colin Hendricks of BrownWinick Law Firm shares some tips on creditor protection planning for professionals.
Money Can’t Buy Happiness, or Can It
Category: Financial Planning
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!
Single Stock- Too Much of a Good Thing
Category: Financial Planning
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.
Who Run the World? Girls!
Category: Financial Planning
Women currently influence nearly half the wealth in the United States and will likely influence 75% of the wealth by the year 2030.