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.
Tips to Help Keep You on Track for Your Financial Goals
Category: Financial Planning
Personal financial planning is critical to help ensure that, in both good times and bad, emotions do not lead to irrational money management decisions and costly mistakes.
What Can You Do Before the 2021 Tax Deadline?
Category: Financial Planning
Even though the 2020 calendar year ended, it doesn't mean the tax year has completely ended. There are a handful of items to consider before the April, 15th tax filing deadline.
Important Updates on IRA Tax Reporting
Category: Financial Planning
It is the taxpayer’s responsibility to keep records of distributions made to charity and contributions to their IRA and account for those on their tax return.
More Stimulus Aid on the Horizon
Category: Financial Planning
On January 14th, President Biden presented his plan, titled the American Rescue Plan, for the next round of economic aid related to the ongoing pandemic.
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.
Who Can Benefit from a 529 Plan
Category: Financial Planning
While the tax advantages and financial benefits are well-known aspects of a 529 plan, what are some lesser known features of the program?
Let’s Defrost Taxing Relationships
Category: Foster Group
As a CPA, it's important to remember when working with your clients on their tax returns, their financial advisor can be a great source of help.
Health, Wealth, and Time
Category: Financial Planning
David Safris, President and Co-owner of Visionary Services, Inc., shares how long-term planning and balancing health, wealth, and time helped him pursue a lifelong dream.
Med School Grads, Do These Three Things First
Category: Financial Planning
As a recent medical school graduate, resident, or doctor early in your career, there are a few key things to consider for your financial well-being. The earlier you develop a strategy for these things, the greater the benefit.
Generous Giving is Meaningful Living!
Category: Financial Planning
My wife taught me to be a giver. She gave me plenty of opportunities to “practice” giving until I began realizing that it was fun, and it actually made me happier!
Steps to Take When a Loved One Dies
Category: Financial Planning
The death of a loved one is often met with a period of grief and adjustment. Determining what must be done to close out a decedent’s financial affairs can be overwhelming, especially during this time.
Maximize Your Limits
Category: Financial Planning
As many people are receiving their first paycheck of 2020, it is important to review your pay stub in order to maximize income. There are several changes you may want to make as we head into 2020.
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.