We love to inform people on the latest industry trends and how to make educated financial choices. Be sure to stay connected with us, and updated with our discussions!
Podcast Episode 25: Creating Successful Estate Plans and Strong Family Relationships
This episode, estate attorney Heather Walser joins us to share her perspective on the legal and relational side to successful estate plans.
Everything to Know About Health Savings Accounts
Health Savings Accounts have been around for 20 years but are often misunderstood and underutilized. HSAs are powerful savings tools to cover future medical expenses, such as long-term care, or to help fund healthcare for early retirees. We explain everything you need to know about health savings accounts: what they are, how contribute to them, and how to use them.
Strategies for Restricted Stock Unit Taxes [Video]
In this video, we breakdown the types of RSU vesting schedules and different strategies for handling Restricted Stock Unit taxes.
The Quarterly Advisor: Third Quarter 2023
The Quarterly Advisor: Third Quarter 2023 | Are the Bulls In Control of the Market | Team Updates | And Our Favorite Fall Resources!
Podcast Episode 24: How to Manage Your Aging Parent’s Finances
In this episode, we discuss how we help clients work through their aging parent’s finances and the emotions, paperwork, and estate planning.
What are the Latest Inherited IRA rules?
The Inherited IRA rules have changed a lot in recent years. Many recipients of Inherited IRAs are confused about if – and when – they need to take money out of these accounts. This post aims to clear up the confusion, laying out exactly what you need to do depending on what type of Inherited IRA beneficiary you are.
How to Use Your Health Savings Account [Video]
The Health Savings Account has a triple tax advantage, so watch this video to learn who can use this tool and when.
Podcast Episode 23: Will Social Security Run Out?
In this episode, we answer the question will social security run out by explain the history and share how this influences retirement plans.
Planning Retirement Cash Flow [Video]
In retirement, your cash flow is how you will cover all your expenses. Do you know the different types of income you have or how to use them?
Podcast Episode 22: Should You Save For Your Kid’s College Education?
In this episode, we walk you through how we as advisors and as parents consider whether to save for college, and tools we might use.
Are the Bulls Back in Control of the Stock Market?
Early 2023 has been a banner year for investors. Are the bulls back in control of the stock market? We review first half performance and give our thoughts on some hot topics in finance: is a recession still coming, and what does that mean for stocks and bonds?
Ways to Save for Your Kid’s College [Video]
Trying to save for your kid’s college tuition? In this video, we share some questions to consider and the savings options available to you.
