Financial Planning, Market Events, Retirement Planning
The $2 trillion coronavirus response bill (the CARES Act) passed on Friday. The bill is 900+ pages. It is packed with relief measures for big companies, small businesses, state/local governments, public health, education, and individuals. We’ve combed over it and...
Financial Planning, Investing
Just as the seasons shift from winter to spring, markets also move through cycles of change. Some seasons bring growth and optimism, while others test investors’ patience. In recent years, investors have weathered sharp declines followed by equally rapid...
Estate Planning, Family and Finances
As new parents, you are embarking on an incredible journey filled with joy, love, and countless responsibilities. Amidst the joys of parenthood, it’s crucial to address the often-overlooked topic of estate planning. Estate planning is not just for the wealthy or...
Investing, Tips and Tricks
Traditions are very important to our family They’re a fun way to build excitement and memories together, especially with two kids in the house. One of our more recent traditions involves seeing all the new Star Wars movies when they come out, including the newest...
Estate Planning, Retirement Planning
Vacations are supposed to be the fun kind of planning, not the paperwork kind. But before you turn on your out-of-office reply and head out of town, it can be worth taking a quick look at a few documents that help protect your plans if life gets unpredictable. Travel...
Building Wealth, Financial Planning
You have the pieces. You just need the plan. If your finances feel scattered, you’re not alone. Maybe you have a 401(k) at work, an old account from a previous job, a few savings accounts, a life insurance policy you vaguely remember buying, and a list of...
Building Wealth, Financial Planning
If you are a parent, you probably have told your kids, at least once or multiple times, to clean their rooms. You want them to be organized so that they can easily find things in their rooms. You don’t want them to be late for school because they can’t find their...
Health Care, Retirement Planning, Tax Planning
For most people, saving for retirement starts with an employer plan like a 401(k) or 403(b). Savvy investors also explore Roth IRAs and even backdoor Roth contributions to grow their wealth. But one tool often gets overlooked: the Health Savings Account (HSA). ...
