Financial Planning Archives

5 Tips for Completing Your 2022 Tax Return

Tax filing always feels a bit tedious, but here are 5 tips for completing your 2022 tax return more efficiently.

Things Are Looking Up

Despite the constant drumbeat of negativity in the financial media, things are looking up in the market and the economy.

2023 Important Tax Numbers: A Handy Guide

In the ever-changing world of taxes, it's always helpful to have a cheat sheet. And it is tax planning season, so we put together a simple guide to 2023 Important Tax Numbers.

Looking to the Past for Guidance

It was an up-and-down year for markets—in the end, one with more down than up. The world gave financial markets a lot to process.

Investing Basics: The Impact of Inflation

SECURE Act 2.0: What You Need to Know

In the final days of 2022, Congress passed a new set of retirement rules, known as SECURE Act 2.0, designed to make it easier to contribute to retirement plans and access those funds earmarked for retirement.

4th Quarter 2022 Market Review and Commentary

The year 2022 saw surging interest rates and high inflation - resulting in the worst year for stocks and bonds in decades.

Asset Allocation and Risk Management

Whether retirement is years away or right around the corner, asset allocation and risk management will be critical to your success.

Death of the 60/40 Portfolio?

I've heard the pronouncement of the 60/40's death many times in my career. And, as usual, the reports of its death are greatly exaggerated.

End-of-the-Year Money Moves in 2022

As the year-end of 2022 approaches, we want to help you spot planning opportunities that are very time-sensitive - check out the Free Guide!

Markets Don’t Wait For Official Announcements

You may worry about the stock market sinking after a recession is officially announced, but markets don't wait for official announcements.

2022 Guide to Year-End Charitable Giving

Whatever your reason for giving this year, it’s important to know how your charitable contributions can impact your financial plan.

New Retirement Contribution Limits For 2023

After months of high inflation and financial unrest, the Internal Revenue Service has released new retirement contribution limits for 2023.

Avoiding The Fed Guessing Game

As tempting as it may be, investors have to avoid playing the guessing game when it comes to the Fed's next move.

Insurance Basics: Homeowners Insurance

Your home is one of the largest, if not the largest, assets you own. And if you own a home and have a mortgage, homeowner's insurance is almost always required.

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