Recession!! Or Recession??

Is there a straightforward definition of recession? Unfortunately, when you leave it to a group of economists, you’re going to find some differences of opinion. Right now, I think the label is less important. Read on to find out why.

I Bonds - What to Know

Over the last few months a few of my clients have asked about I Bonds. I know these have gotten some attention in the media and I thought there may be others who are curious and would appreciate a summary. Click here to learn more.

Don’t Just Do Something, Sit There

The current market volatility, and the decisions we all can make in times like this, brought this statement to my mind: Don’t just do something, sit there.

To Buy or Not to Buy . . . When Do You Need Life Insurance?

Whether you need life insurance depends partly on your stage of life. Here’s a look at how your phase of life affects your life insurance needs

Understanding Roth 401(k) Contributions

Roth 401(k) plans are great savings opportunities for many people. The following questions and answers will help you decide if Roth 401(k) contributions are right for you.

Net Unrealized Appreciation (NUA)

You may be eligible to take advantage of a tax deferral strategy called Net Unrealized Appreciation (NUA).

Want to Retire Sooner? What’s Behind Each Door?

Choosing to retire is a big decision and there are often a number of different ways to craft it. Retiring sooner can mean deciding what is important to you and adjusting accordingly. 

Charitable Giving and Tax Relief: An Overlooked Solution

Donor-advised funds can provide the perfect solution to generate tax savings while also accomplishing philanthropic goals.

The Tax Control Triangle

Does it matter where you access money for a specific goal? The answer is YES! Introducing the tax control triangle. Learn more now.

Plan, Intention and Balance --- The Trifecta in Physical and Financial Well-Being

Does the work you are doing around your financial goals involve plan, intention and balance? These are three crucial themes for financial planning. Read more on a recent interaction with a client with this trifecta in mind.