September Recap and October Outlook The Fed raised the key short-term interest rate by another 75 basis points at the September FOMC meeting, but the big news wasn’t the well-anticipated rate increase. It was Chairman Powell’s remarks at the press conference. He went well beyond any previous statements about the central bank’s level of commitment [...]
Trusts used to be seen as an estate planning tool for only the very wealthy, who have complicated family situations to sort out, and high-value assets to protect. Times have changed. Modern lives are complicated, asset values are high, and good estate planning is for everyone. Let’s look at typical couple: Jean and Tim and [...]
Those four years when your child is in college can be a rollercoaster ride, but the scariest part for high-earning parents can be figuring out how to pay for it. It can be tempting to put your own goals on hold while you shoulder the big-but-temporary new burden. A better strategy for paying for college [...]
Financial planning that focuses on your goals and helps you achieve flexibility in your journey is critical at the mid-point of your career. It’s how you build a plan to help you realize the lifestyle you want now while keeping longer-term achievements on track. Staying on top of your career earnings by regularly benchmarking your [...]
We all like to think as we get older, we get wiser. The financial advisor model has also aged gracefully and has changed over the last several decades. From the investor perspective, these changes provide more options, more transparency, and more of the kind of services that used to be accessible only by those with [...]
Financial planning—what does it mean? When many hear the term, their minds immediately go to 401Ks and mutual funds. While that’s definitely part of the picture, it’s much bigger than that. According to Investopedia.com, “a financial plan is a comprehensive statement of an individual's long-term objectives for security and well-being and a detailed savings [...]
Let’s see a show of hands – who here has big financial goals? If we were betting people, we’d venture to bet that most of you have your hands raised. That’s good. And we’d also be willing to bet that some of you are struggling with where to even begin. We’re glad you’re here. [...]
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