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Financial Planning » 12 Actionable Tips Before Year-End
November 22, 2022 | Financial Planning
With the year-end quickly approaching, many of us are ready to close the books on what has been a volatile and unpredictable year and welcome a new year. While we wait for the ball to drop, these final few weeks of the year are a great time to take stock of your finances and consider some …
Financial Planning » Giving the Gift of a Roth IRA
November 09, 2022 | Financial Planning
Key Takeaways Give your child or grandchild head starts on their retirement savings by opening a custodial Roth IRA (Individual Retirement Account). Know the basics of making IRA contributions and what qualifies as earned incomes. Understand some of the benefits and potential drawbacks …
Financial Planning » I Bonds: What Are They and How Do They Work?
October 20, 2022 | Financial Planning
With inflation at a 40-year high and the stock market going into hibernation, in part due to the Feds aggressive interest rate hikes, there are few places for an investor, or their cash, to hide. If you have cash sitting on the sidelines (i.e., in your back account), its value is slowly eroding …
Financial Planning » Understanding Medicare and Open Enrollment
September 22, 2022 | Financial Planning
The annual Medicare Open Enrollment period starts on October 15th and runs until December 7th. During this period, individuals already enrolled in Medicare Part A & B (see below to understand the different parts of Medicare) via original Medicare or a Medicare Advantage (Part C) plan can: …
Financial Planning » Stress Testing Your Financial Plan
September 07, 2022 | Financial Planning
Recessions are no fun, and bear markets aren’t pleasant to go through either. The economy slows, markets go down, and even well-diversified portfolios can take a beating along the way. In the same way that rising tides lift all boats (i.e., lift up portfolios), falling tides drag them down and …
Financial Planning » Real Estate’s Role in Your Financial Plan
August 23, 2022 | Financial Planning
Real estate is all too often the black sheep of your portfolio – overlooked, but still valuable as it has a multi-faceted role in financial plans. Your primary residence, or residences, are a huge portion of the overall net worth of many clients must be factored into a proper financial plan. …
Library » Webinar: Market Update: Return of the Bear
July 11, 2022 | Financial Planning
Oil prices, interest rates, inflation, and the return of the bear. How can financial professionals help clients navigate these challenges and more? Hear from Beth Mallette, Managing Director of Capital Goods, who shares her perspective on the macroeconomy as a whole and where …
Financial Planning » How to Buy into Any Market
July 07, 2022 | Financial Planning
Do you have cash and are thinking of investing? That’s smart. The desire of wanting to put your cash to work (rather than having it sitting in a savings account, losing value due to inflation) is the right idea. And the best part is that you’re in control of getting started. There are two …
Financial Planning » The Pros and Cons of Owning Two Homes
June 09, 2022 | Financial Planning
Primary residences and second homes can each be leveraged in different ways to help achieve financial goals. One has the potential to be an investment vehicle (generating income while appreciating in value) and the other is simply a lifestyle asset – can you guess which one is which? Let’s …
Financial Planning » The Value of Tax Management
May 24, 2022 | Financial Planning
If saving and investing are the building blocks of wealth planning, then proper tax management is the roof protecting the building. Great investment results, or your house, can be bogged down by poor tax decisions, or a leak in the roof, hampering your ability to meet long-term goals. Wealth …