Wednesday, 09 August 2023
Many people think that only middle-aged people with a lot of money have financial advisors, however, anyone can connect with an advisor. In reality, the sooner one learns financial literacy and gets their finances managed the better off they will be. Here are some ways a young person can get help from an advisor:
Thursday, 27 July 2023
In December 2022, Congress passed the SECURE 2.0 Act. It introduced two new rules relating to 529 plans and student debt that will take effect in 2024.
Our collection of friends makes up our social portfolio, and like our financial portfolios, our social portfolio is dynamic.
Tuesday, 27 June 2023
The year is flying by. As life gets busy, your financial planning can sometimes fall by the wayside. Luckily, we’re in the business of helping you meet your goals.
We present, “A Midyear Check-In with Your Financial Advisor,” which contains a list of conversation points to discuss with your advisor to ensure that you’re on the right track and heading toward a successful year-end. Bring it with you to your midyear meeting—or simply use it to spark ideas about topics you might want to discuss over the phone or via email.
Thursday, 15 June 2023
A 529 Plan is a tax-advantaged savings plan designed to help you save in advance to pay for college expenses like tuition, books and campus housing. Funds can be used to pay for expenses at many four-year universities, community college, trade schools, technical schools, and culinary schools. Read on to see if a 529 Plan makes sense for you.
Wednesday, 03 May 2023 Dennis Doble
My wife, Val, and I recently updated our estate documents, something I regularly advise my clients to do. While I felt a sense of accomplishment arter completing this task, my sense of personal fulfilment came from completing my own, personal letters to my children. Here is how I did it.
Friday, 03 March 2023
During tax season, while many of us are busy gathering documents and meeting with our CPAs, scammers are also busy finding ways to gain access to our personal information. Here are some popular scams and how to avoid them.
Thursday, 02 March 2023 Dennis Doble
From football to his favorite books to WFH trends, Dennis shares his thoughts on current events...
Wednesday, 08 February 2023
Caring for aging parents can be a difficult planning aspect to balance. If you are among the “sandwich generation,” you may be trying to support your aging parents as well as your own children. Today, individuals are living longer than before, so it is better to be prepared.
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