Financial Planning Archives

Should I Change My Medicare Coverage During 2024 Open Enrollment?

This year's Medicare Open Enrollment Period begins on October 15, 2024. Are you satisfied with your coverage?

How Often Should I Update My Estate Plan?

Estate strategies for the future may be essential, especially when it comes to securing the well-being of your loved ones after you're gone.

The Fed Makes the “Bolder” Choice | How Does This Affect You? [VIDEO]

Here's a quick video analysis of the Fed's rate cut decision and how it may affect you. Nothing fancy, just the facts.

Dollar-Cost Averaging vs. Lump Sum Investing: What’s Right for You?

In this video, we'll be comparing and contrasting two of the most common strategies for investing cash: Dollar-Cost Averaging vs. Lump Sum Investing.

Do You Know Your 401(k) Options?

Between high contribution limits, tax advantages, and potential employer matching, a 401(k) can be a homerun for your retirement savings.

Investing for Retirement Amid Market Uncertainty

Investors need an understanding of the retirement landscape and how they can take action to grow and protect their retirement savings.

Social Security is Changing Online Access

This is just a quick note to let you know the Social Security Administration (SSA) is changing the way you access your online accounts.

What the Summer Market Rotation Means for You

The market rotation from large caps, especially technology and artificial intelligence stocks, and into other areas such as small caps, has driven market uncertainty higher.

Election, Rotation, and IT Outage

Election, Rotation, and IT Outage... Oh My. A lot has happened recently. What could all this mean for investors? Let's discuss.

Mega Backdoor Roth Conversion: Could it Work for You?

If you're like most people, you'd probably jump at the chance to supercharge your retirement savings in the most tax-advantaged way possible. Well, you could be in luck.

Monthly Market Update: Global Markets Trade Higher After April Sell-Off

The S&P 500 set a new all-time high in May after trading lower in April, as the technology-heavy Nasdaq 100 Index gained +6.2%.

Account Types & Asset Location

Choosing different types of investments is hard enough. Complicating matters further, now you have to decide which types of accounts to invest in.

Cash is Not a Long-Term Investment

In times of market uncertainty, investors often seek the comfort of cash. And while cash obviously plays a crucial role for any investor, it's not a long-term investment.

Retiring Early? A Few Considerations

Early retirement may seem like a dream come true. However, you need to be well prepared if you want to hang up your hat early.

How the Costs and Benefits of College Affect Financial Plans

College represents one of the largest expenses and sources of financial stress in our lives, on par with retirement or buying a home.

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