Financial Planning
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Navigating High Inflationary Periods and Protecting Your Wealth Over Time Inflation is an economic concept that describes the increase in the cost of goods and services over time. As inflation rises, the purchasing power of…
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I work with many people who want to begin planning for an inheritance – often millions of dollars – when a parent or loved one passes away. However, many are often unprepared for the potential…
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Make the Most of These December Money Moves Everyone goes into the year with the best of plans, but December money moves can help you take your wealth management strategy to a new level in…
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Hello everyone and welcome to this month’s Ask the CFP segment. This month’s question is, “how much risk should I take with my investments?” Imagine for a moment that you could play a game…
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ESG simply means environmental, social, and governance. Investors take these three aspects into account when assessing an investment opportunity. ESG is often grouped under the broader term sustainable investing, which includes impact and values-based investing…
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CWCJ – Senior Advisor This could be the perfect time to convert a traditional Individual Retirement Account (IRA) to a Roth IRA. Roth IRAs have often provided significant benefits to investors. Money in these accounts…
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Alimony, also commonly known as spousal support or maintenance, is a court-ordered provision of financial support for an ex-spouse after a divorce, and in some cases, depending on various laws and factors, may be awarded…
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Losing the person closest to you is one of the most painful experiences. In addition to the grieving process, you will need to address your partner’s financials after their passing. While looking into financial documents…
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Hello everyone and welcome to this month’s Ask the CFP segment. This month’s question is, “what is a stock split and why do companies do them?” Stock splits are a common strategy used by publicly…
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Ahead of National Women’s Equality Day on August 26th, this article shares key data points highlighting why women must take a different approach to their financial strategy than men. Women continue to earn less Despite…
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Hello everyone and welcome to this month’s Ask the CFP segment. This month’s question is, “how does the Federal Reserve Bank raising rates affect me?” It’s common knowledge today that interest rates are increasing to…
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Typically, an inheritance is received after a loved one passes away, and this can be a difficult time for any beneficiary. While you’ve received a generous gift, you’re also grieving the loss of a loved…
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Five Steps to Declare Your Financial Independence Are you ready to revolutionize your fiscal plan and attain financial freedom? In 2019, an AARP study found that 53% of adult households in the United States did…
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Hello everyone and welcome to this month’s Ask the CFP segment. This month’s question is, “Can I borrow from my own portfolio?” People often associate debt with poor financial decisions. We’re usually taught in our…
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Kaleb Doyle, CPA, CFP® | Advisor For many investors, the traditional 60/40 stock and bond portfolio just isn’t the right fit anymore. Several equity investors would like to implement a growth alternative that breaks away…
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Now is The Time to Strengthen Your Finances and Finalize Your Retirement Plans While it’s true that it’s better to begin saving earlier rather than later, it’s not too late to start building wealth in…
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Clarity is Key if You Want to Reach Your Personal Financial Benchmarks When it comes to your money goals, it’s important to focus attention on your short-term and long-term financial goals. Gaining clarity on which…
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Hello everyone and welcome to this month’s Ask the CFP segment. This month’s question is, “How do 529 college plans affect financial aid?” While many of our clients aren’t focused on financial aid opportunities due…
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Erin Hadary MBA, CFP®, CAP® | Partner When I work with people who are going through a divorce, many of them wish there were an easy “1, 2, 3 Checklist” they could work through to…
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Matt Schaller MBA, CFA®, CFP® | Advisor During the past few weeks, several clients have asked the question, “Why are my bond investments losing money?” They were surprised to see the results of their bond portfolio…
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A financial advisor can help you set a personal budget, plan for the future, and set financial goals. While there are many kinds of financial advisors — from robo-advisors to seasoned wealth managers — not…
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By Kaleb Doyle, CPA, CFP® – Advisor Developing and implementing a co-parenting expense sharing methodology after a separation can prove to be a difficult task, even with the most amicable of break-ups. It is critical…
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Hello everyone and welcome to this month’s Ask the CFP segment. This month’s question is, “what is a SPAC?” SPACs have existed since the 1990s, but they’ve become quite popular in recent years. SPAC stands…
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By: Randy Stauder, Portfolio Strategist Tim Burford, Investment Specialist Words such as “bubble” and “peak” are being used to describe today’s residential real estate market. To put it simply: the housing market has been red…