The holiday season is a time of joy, celebration, and giving. However, with all of the holiday excitement comes the need for careful financial planning. Did you know that the average American spends almost $1,500 on gifts for the holiday season and many spend well over that?1Â Add in travel expenses,
In Todayâs world, a world without pensions and worries about the future of Medicare and Social Security, saving for your retirement is a critical part of financial planning, and for many people, a 401(k) plan is a large component of that plan. A 401(k) plan allows individuals to save money
We have had a number of clients come to us receently to discuss how to talk with their kids about money, saving, and investing. We are huge fans of talking with kids about money early and teaching them how you look at money, saving, and investing. For many parents, the
Government Shutdown – Will My Portfolio Go Down? You may have asked your advisor this question, googled this question, or just plain wondered âwill my portfolio go down if the government shuts down?â The answer to this question is, probably not. This does not mean that you should not concern
Download the PDF With the end of the year approaching, tax planning is probably high on your list of things to do. We wanted to share some thoughts for you to consider before December 31st. Below are some of the ideas we have: Contributions to Qualified Retirement Accounts: Reduce taxable
Download the PDF We wanted to address a recent client question that we thought made a great point. âIf the S&P500 rises 7.71% this quarter and my account is up only 2% over the same quarter, am I losing out on return and is going to hurt my chances of