2023 Year-End Financial Checklist
Since we are close to flipping the calendar to 2024, this is a great time to sit down and reflect on the past financial year and anticipate what might be ahead.
Since we are close to flipping the calendar to 2024, this is a great time to sit down and reflect on the past financial year and anticipate what might be ahead.
The world is, and has always been, a surprising and uncertain place. This week, Kent Kramer dives into Foster Group's foundational investment principle #2: Embrace Uncertainty. He provides four positive reasons to embrace uncertainty and two big dangers of not embracing it.
Proactively working off a budget is challenging, both emotionally and practically. Here are some of the tools members of our team use that have helped them successfully manage their cashflow.
When we help people understand that their financial lives are Truly Cared For®, we usually think about how we help them plan, invest, protect, and give, but that doesn’t always address the reasons that people hire us.
There's a lot of uncertainty in the world. Investors are asking, "What should I be doing in my portfolio right now based on what is happening in the world?" This week, Kent Kramer looks at five key investment ideas to help determine if your approach is reflecting the things that are most important.
When we help people understand that their financial lives are Truly Cared For®, we usually think about how we help them plan, invest, protect, and give, but that doesn’t always address the reasons that people hire us.
There's a lot of uncertainty in the world. Investors are asking, "What should I be doing in my portfolio right now based on what is happening in the world?" This week, Kent Kramer looks at five key investment ideas to help determine if your approach is reflecting the things that are most important.
2020 is a year we’ll all remember though in many ways we want to forget it.
Estate planning is an essential component of your financial plan because it can help secure your family’s future, minimize estate taxes, and protect assets from going through probate. Here are five questions you should think about before meeting with an Estate Planning Attorney.
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.
On December 29th, 2022, the Setting Every Community Up for Retirement Enhancement (SECURE) Act 2.0 was officially signed into law. The act includes 90+ provisions designed to help savers and people in or near retirement. Here are 8 key changes from the act.
As a financial advisor for the past 28 years, I’ve been asked about real estate hundreds of times. Every type of real estate carries pros and cons, risks and rewards.
Financial planning is always challenging. Doctors already have a compressed career timeline and the recent global crisis just adds to the complexity.
Almost everyone has a few of their favorite things. One of my top questions to ask friends and clients is, “What are some of your most treasured memories and keepsakes?”