Financial Planning Archives

Social Security and Your Spouse

You may be surprised to learn that if you apply for Social Security benefits as a married individual, you automatically apply for spousal benefits.

Your “Magic” Retirement Number?

Does the average American actually need $1.46 million to retire comfortably? What's Your “Magic” Retirement Number?

How Taxes Affect the Stock Market

Taxes are no one’s favorite topic but their importance as it pertains to our financial plans and investments cannot be overstated.

Most Stocks Are Bad Investments

This might sound a little strange coming from someone who invests other people's money in the stock market, but it's true - Most Stocks Are Bad Investments.

Why Does The Fed Even Matter?

The Federal Reserve has been in the headlines a lot lately (an understatement 😉) as analysts try to figure out when policymakers will cut interest rates.

How We Buy and Sell Homes Probably Just Changed Forever

Last week, the National Association of Realtors (NAR) agreed to settle a major lawsuit that will change the way real estate agents get paid.

Important Resources for Filing Your 2023 Tax Return

We're in the thick of tax season, so we wanted to provide some additional resources as you prepare to file your 2023 tax return.

Finance Tips and Hidden Costs For Snowbirds

The number of snowbirds migrating to enjoy warmer temperatures, like Texas and Florida, for the winter continues to grow.

How Loss Aversion and the Sequence of Returns Impacts Us

It is far more important for investors to build a portfolio and financial plan that they can stick with through good and bad times, rather than a portfolio with the best theoretical returns.

Benefits of a Donor Advised Fund

One great option for combining charitable giving strategies and tax savings goals is a Donor Advised Fund, or DAF.

Should You Buy a Bitcoin ETF? (Video)

Check out our latest video, 'Should You Buy a Bitcoin ETF?' In this video, we will delve into the world of Bitcoin investment vehicles.

Can I Make A 529 Plan to Roth IRA Transfer in 2024?

To help clear up the question, "Can I Make A 529 Plan to Roth IRA Transfer in 2024?," we put together this helpful guide.

2024 Important Tax Numbers: A Handy Guide

To help you prepare for the coming tax season next year, we’ve created the two-page 2024 Important Tax Numbers summary guide.

Reasons to be Thankful After a Volatile Year

Over the past year, investors have navigated many challenges due to interest rate swings, the banking crisis, inflation, and more.

Negotiating Your Next Mortgage

In the market for a new home? It's no secret that the days of 2-3% mortgage rates are over. And they may not be coming back any time soon.

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