Blog
Blog
Teaching Kids about Money from Childhood Through Adulthood
Teaching kids about money is especially complex – you aren’t just passing on a few bucks to go to the movies, but an array of attitudes, values and assumptions regardless of whether you mean to. Your kids watch, in a way not even they are aware of, how you interact with finance and how you model it for them.
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401(k) Contributions – Regular or Roth?
More and more employers are offering the Roth 401(k) option alongside the traditional 401(k), but should you take advantage of the Roth option? Let’s look at aspects of the Roth and traditional and you can see if one makes more sense for you.
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Roth Conversions and Tax-Loss Harvesting: 2 Strategies to Leverage in a Down Market
You’ll be tempted to make rash decisions, and if panic rules the day, you’ll likely regret your choices. As any wise financial advisor will counsel you, it’s important to think long-term. Lean into your financial plan, not away from it.
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Coronavirus and the Markets Q&A: 5 Industry-Leading Voices on the Magnitude of the Downturn, What Investors Can Do and More
We put together a roundtable discussion of investment experts across financial disciplines to give us some insight on the current markets. This group represents decades of experience in the fields of investment management and financial research and strategy.
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Beware of Social Security Phone Scams
Recently, we received a letter from Vonda Van Til, Public Affairs Specialist with the Social Security Administration regarding the recent increase in phone scams. We’ve received these types of calls here at the office and know of individuals that have been affected by such scams. As the old saying goes, “If it feels wrong, it probably is.” Protect yourself and share with others. If you have any questions, please contact our office or use the links at the end of the letter for additional resources.
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Three Possible Positives from Coronavirus-Caused Market Volatility
published by Scott Danek, CEO, CERTIFIED FINANCIAL PLANNER™ There are very concrete steps you may be able to take to turn the recent Coronavirus-concern market volatility in your favor.
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Coronavirus and the Market: Don’t Make Short-Term Panic Part of Your Long-Term Investments
While there is no way to fully predict what will happen next, it’s important to remember the goals of your investment portfolios. Long-term investments face volatility, and to pursue your long-term goals, it’s vital to not overreact to one day, one week or even one month of market movement.
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Answers to 3 Big Questions on Clients’ Minds
I like every part of the presentation experience. Meeting the clients is motivating. I enjoy sharing what recently happened in markets, speaking to the current situation, and educating clients about future opportunities and risks. What I enjoy most is answering clients’ questions.
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How a Donor-Advised Fund Can Help Your Charitable Giving
Giving is an important part of our society. It provides us the opportunity to support causes we believe in and make a positive impact. Giving isn’t always about donating money. It can also include volunteering time or donating goods and resources. Here are some examples of the impact:
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How to Use a Trust as a Financial Planning Tool
Clients frequently ask whether they should leave their assets in a trust. It depends. Of course, if your net worth exceeds $11 million, putting your assets in specific types of trusts can be helpful for federal estate tax issues. However, for most Americans, federal estate taxes will not be a major concern.
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