This is the time of year when our advisors are scheduling year-end planning meetings with clients. Year-end planning is more than just a pro forma check-in, it’s an important practice and an opportunity to make sure our clients are checking all of the important boxes each year. It’s crutial to not miss out on opportunities to minimize tax burden and to make smart and strategic decisions about how to handle assets.
This is the time of year when our advisors are scheduling year-end planning meetings with clients. Year-end planning is more than just a pro forma check-in, it’s an important practice and an opportunity to make sure our clients are checking all of the important boxes each year. It’s crutial to not miss out on opportunities to minimize tax burden and to make smart and strategic decisions about how to handle assets.
A Day to Financially Reflect Financial Awareness Day is the ideal opportunity to review your financial planning You might not realize it, but August 14th was officially National Financial Awareness Day. It might seem like a gimmick, but it’s a good one, because it’s a great reminder to take time every year to take stock […]
The Petroleum Conundrum The complex story behind pumped up gas prices With headlines warning of rising prices at the pump after this recent dip, gas prices are understandably a hot button issue. To add fuel to the fire, both sides of the political aisle wield higher gas prices to push their agenda. Specifically, they use […]
A Loan in the Dark The rhetoric and reality of the student loan forgiveness debate Student loan forgiveness has been a political football for what feels like many years now. While the idea started in progressive circles, it has become more mainstream recently. With a Democratic administration and Congressional majority, the prospects of substantial student […]
The Federal Fund Rate and Your Wallet Cash management and portfolio decision-making at a time of skyrocketing rates The Federal Reserve recently raised its benchmark interest rate by 0.75 percentage point in an attempt to combat persistent high inflation. The benchmark rate now stands between 1.50% and 1.75%. The Fed has publicly indicated that additional […]
Tax and Tend A handy to-do list of post-tax-season priorities and pre-summer to-dos to get your financial house in order before you hit the beach With tax season behind us and summer vacations looming, it’s the perfect time to take care of financial priorities you’ve been putting off or haven’t addressed during busier times of […]
