Investing, Retirement Planning
Are you contemplating getting a financial advisor? Before you take the plunge, it’s important to ask the right questions to make sure you have the right advisor for your needs. In this blog post, you will learn the key questions to ask a financial advisor so you...
Building Wealth, Family and Finances, Financial Planning, Investing, Retirement Planning
The Thrift Savings Plan (TSP) is a retirement savings and investment plan exclusively available to federal employees and members of the uniformed services. It offers numerous advantages, including diverse investment options, low costs, and tax benefits. This makes it...
Investing, Retirement Planning, Tax Planning
When markets dip, most of us focus on the losses in our accounts. But under the right conditions, some of those losses can work in your favor at tax time. Tax loss harvesting is a strategy that uses investments that have gone down in value to help lower your tax...
Investing, Retirement Planning, Videos
Repairing Your Investment Portfolio Amid COVID-19 In these uncertain times, we know investment performance can weigh heavily on your heart and your future. That’s why we created this 3-minute video about how rebalancing your investment portfolio can help...
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...
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...
