The reality is that everyone needs an estate plan. Even if you just have a bank account and a 401(k), you need to consider what happens to those assets if you die. Here are the ways in which financial planning and estate planning work together. What is the purpose of...
Yes, we always make New Year’s Resolutions on January 1st. Then the question is how long we can keep them after that. The beginning of the year is a good time to make financial resolutions. While we support keeping good financial habits all year long, January is a...
As we prepare for the holiday season and the end of 2022, I’ll start by saying what many of us are thinking: what a year! After two years of “pandemic life,” we thought that this year was going to be good–both for the markets and the economy. There’s no way to...
Although it is only November and taxes aren’t due until April, the time to start thinking about tax planning in 2022 (and every year) is before the year is up. For this year’s taxes, there are some specific things you should know (including new updates from the IRS),...
October is National Financial Planning Month and National Retirement Security Month. Recently, the Financial Planning Association (FPA) found that only 25% of people passed a “retirement income literacy quiz.” They write that this shows “a lack of retirement income...
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