Category: Planning

On December 29, 2022, President Biden signed into law the Consolidated Appropriations Act, 2023. “SECURE 2.0” is a spending bill intended to make retirement savings more straightforward and more accessible. It includes many aspects of financial planning and promotes retirement savings. This is a high-level summary addressing the items most likely to affect our clients. […]

This past year may have left you with a feeling of uncertainty with markets in flux and rising inflation. As the year turns over, you may be forward to 2023 being a new year of stability, possibility, and new beginnings. Even more so than in years past. While this positive outlook is a good thing, […]

With the recent Powerball jackpot win of over $2 billion, it is fascinating to think of just how complicated it could be to become that wealthy that quickly. In this interview in The Atlantic, a wealth advisor who specializes in sudden wealth talks about the “lottery curse” and how we weren’t meant to do nothing […]

In the business world, top companies kick off their “Q4” by gathering together their leadership teams to assess what’s gone right this year, what’s gone wrong, and what steps they can take to finish the year with strong forward momentum. My partner, Katie Brown, and I do the same thing with an off-site meeting to reflect […]

Did you know that only 57% of adults in the United States are financially literate? The topic of finances is sensitive which is why it’s best to talk with professionals. Even if you consider yourself financially literate, give yourself peace of mind by handing off your finances to the best wealth management companies. Not sure what services […]

If you’re like many people, one recent event made you rethink your approach to end-of-life decisions: the COVID-19 pandemic. One survey revealed that of the Americans with a will, around 26% got one because they were worried about the effects of the pandemic. Sitting down to plan your estate is never easy, particularly in times of stress. […]

So often our money conversations are black and white. How much do I have? Are my investments up or down? Do I have enough? But, enough for what? As financial advisors, we often challenge the traditional money conversation. We help to expand it beyond thinking in terms of return on investment, rather encouraging our clients […]

As we enter the season of giving, charitable giving is top of mind. I love this time of year. Everything seems to glow a bit brighter. While my runs turn colder, I enjoy seeing the seasons change. Watching as the lights go up in the Parkway and neighborhood houses are spruced up with festive decorations […]

As the weather warms, it is hard not to think about all that spring can bring. It is also a popular time for “spring cleaning” as you open your windows and doors to refresh your home after a long winter. In this season of renewal, you may also look to spruce up your personal habits as well, including organizing your finances.  Take Inventory  Too many accounts […]

When the stock market is near all-time highs, smart investors feel confident as they reflect on the strategies that have made them successful.  As their wealth has grown, they have benefitted from many of the advantages of savers. This includes buying the dips, rising income and savings, and tax-free growth in their retirement plans. However, […]