Financial Planning Archives

Asset Location vs. Asset Allocation in Financial Planning

In theory, asset location is straightforward. In practice, investors rarely have the exact mix of taxable and tax-advantaged account balances needed to place every investment in its ideal location.

Trump Accounts: A New Way to Save for Children

The goal of Trump accounts is to give children a head start toward retirement savings, along with a government-funded contribution.

Tax Planning: The Backbone of Your Financial Plan

Tax Planning runs through every part of your financial plan, including your investment portfolio and your retirement income strategy.

Chart of the Month | Stocks vs. Bonds: More Choices for Investors as Bond Yields Rise

For most of the past two decades, investors seeking higher returns had to rely more heavily on stocks.

Quarterly Webinar: Q4 2026 Market and Economic Themes

Please join our Chief Investment Officer, Mike Minter, for our quarterly webinar where we discuss ten relevant market and economic themes heading into the 4th quarter of 2026.

Medicare Open Enrollment 2026: What to Know

Understand Medicare Open Enrollment and its importance for your health coverage decisions. Know your enrollment period options today.

Retirement Income Risks: Planning for a Longer Life

Understand the retirement income risks that can affect your financial security and learn how to effectively manage them.

What 7% Mortgages Mean for Housing and the Economy

The average 30-year fixed mortgage rate is now back above 7% after falling toward 6% at the start of the year.

Where Has the Yield Gone? Retirement Income Yield Insights

Maximize your retirement strategy by understanding retirement income yield and the role of diversified investments for long-term success.

Selling an Investment Property? A Smarter Way to Use a 1031 Exchange

Learn how a 1031 exchange can help defer taxes on property sales, allowing reinvestment without immediate tax burdens.

Chart of the Month | 2026 Is Outperforming the Average Midterm Year

The S&P 500 has gained nearly +12% year-to-date. For comparison, the average midterm year is historically flat at the same point, while the average non-midterm year is up nearly +9%.

The 4% Rule for Retirement: Is It Still a Viable Strategy?

Discover if the 4% rule for retirement is still viable today. Our blog explores its relevance for withdrawal rates and offers insights.

Retirement Income Planning: What You Need to Know

Understand the concept of retirement income planning and how to effectively replace your paycheck after retirement.

Traditional IRA vs Roth IRA: Choosing the Right Option

Understand the differences between Traditional IRA vs Roth IRA and how each impacts your retirement and tax strategy.

Understanding Student Loan Changes

Stay informed about crucial student loan changes this year, including updates to eligibility and repayment plans.

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