Financial Planning

The Role of an Executor

As we are currently engaged in gathering forms and data for taxes, I thought that now could also be a good time to review what exactly is involved in the […]

April 1, 2024 | Financial Planning |

How to Plan For the Sunset of the Tax Cuts and Jobs Act

On December 31st, 2025, the Tax Cut and Jobs Act (TCJA) – signed by President Donald Trump in late 2017 – will expire. As one of the largest tax reform […]

January 14, 2024 | Financial Planning |

A Guide to Effective Giving: How to Thoroughly Vet a Charity Before Donating

Charitable giving is a noble endeavor, but it’s crucial to ensure your generosity is put to good use. To make the most of your donations and ensure they benefit the […]

October 16, 2023 | Financial Planning |

Effective Strategies to Protect Your Finances in a Growing Age of Scams and Fraud

As financial scams become more sophisticated and believable, it is increasingly important to educate yourself and protect your finances.  Have you ever received a suspicious email, text, or phone call […]

July 6, 2023 | Financial Planning |

Déjà Vu All Over Again

It has been a while since investors have had to review the rules around FDIC and SIPC insurance, but that is not because of an absence of bank failures, but […]

April 15, 2023 | Financial Planning |

Making Smart Stock Moves in a Down Market  

Spotting the silver lining; Utilizing financial planning to lock in lower stock valuations during a bear market. Arguably, 2022 will offer a future case-study that the old adage “buy low […]

January 15, 2023 | Financial Planning |

End of Year Tax Planning  

There is still time to take control of your 2022 tax bill.  It’s that time of year again.  The 4th quarter holds a special place in my heart.  It’s filled […]

October 23, 2022 | Financial Planning |

Smart Things for Investors to Do During Periods of Volatility  

You can’t control a volatile market, yet you can control your strategies and rein in emotions to lower the probability of making a costly mistake.  You can’t control a volatile […]

July 17, 2022 | Financial Planning |

Values and Legacy: Beyond the Numbers

How to ensure your financial life reflects your values and leaves the legacy you intend. We’ve had a special visitor come to our house recently. Every few months (twice this […]

April 17, 2022 | Financial Planning |

My New Year’s Resolution: Protection from Fraud

An ounce of prevention is preferable to the hours a cure could take. Welcome to 2022! I have always been keen to set New Year’s resolutions, but this year I […]

January 16, 2022 | Financial Planning |

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Authors

  • Aaron Szager, CFP
  • Alexandra Sandberg, CFP®, ChFC®, ECA
  • Ben Viemeister, CFA
  • Cameron Wadsworth
  • Charles Osborne
  • Chuck Else
  • Dan Haut, CFP®, CIMA®
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  • Jason Rodnick, CFA
  • Jay Skaalen, CFA, CFP®
  • Jim Baer
  • Justin McNichols, CFA
  • Karen McMillan, CFP®
  • Tom Piro, CFP®, Enrolled Agent
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