BlogFinancial Planning 3 Tips to Help Junior Partners Avoid Lifestyle Creep October 13, 2021Lifestyle creep, or lifestyle inflation – when expenses rapidly rise to match newfound income –…
BlogTax PlanningTrending Topics Tax Proposals: Big Changes to Come September 17, 2021On September 13, the House of Representatives Ways and Means Committee released a set of proposals as part…
BlogBusiness OwnersCovid-19Trending Topics Brief Update: New Executive Order May Help Small Businesses September 15, 2021Last week, President Biden announced an executive order aimed at accelerating the country’s path out…
BlogFinancial PlanningWealth Transitions What Everyone Should Know About Their Family Finances September 8, 2021I work with many clients who have lost a spouse, gone through a divorce, or…
BlogFinancial PlanningRetirement PlanningTax Planning The Benefits of a Backdoor Roth Contribution September 1, 2021The most popular retirement account of the past decade is the Roth IRA. It offers…
BlogFinancial PlanningRetirement Planning Why the Self-Employed Should Consider a Solo 401k August 24, 2021Self-employed individuals have multiple options to save for retirement and invest in a tax-efficient manner.…
BlogFinancial PlanningInvestingRetirement PlanningTax Planning What is a Mega Backdoor Roth IRA? August 20, 2021Most people have heard of Roth IRAs. Those who qualify typically contribute and those who…
BlogFinancial PlanningTrending TopicsWealth Transitions Thinking of Engagement? 15 Financial Questions to Ask Before Getting Married July 20, 2021When two people who are both professionals consider getting engaged and married, it is imperative…
BlogFinancial PlanningRisk Management & Insurance Understanding Risk Tolerance July 13, 2021There is always something to be uncertain about and one does not have to look…
BlogTrending Topics Summer Reading List 2021 July 1, 2021Now that school is out and a holiday weekend is just around the corner, some…
BlogDivorceFinancial Planning Why You Shouldn’t Wait Until After Your Divorce to Meet with a Financial Advisor June 22, 2021You are divorcing. You have a million things to think and worry about. Your divorce…
BlogFinancial Planning Financing Your Home: What to Expect When You’re Taking on Debt June 15, 2021My wife and I purchased our first home five years ago, which was not nearly…
BlogImpact InvestingInvesting Inconsistencies in ESG Metrics June 1, 2021With sustainable and impact investing assets accounting for a fourth of the total U.S. net…
BlogTrending Topics Farewell, June Cleaver May 4, 2021In 2020, we saw American motherhood shift into an insane multi-tasking circus which included our…
BlogRisk Management & Insurance Laddering Life Insurance to Reduce Costs April 29, 2021A Brief History of Life Insurance Life insurance is a powerful tool in wealth management…
BlogInvestingTrending Topics Fixed Income Investing in a Rising Rate Environment April 15, 2021Expected future returns for the prototypical equity/fixed income portfolio have been coming down for the…
BlogTax Planning The Child Tax Credit: 2021 Updates April 13, 2021The Child Tax Credit has existed in many forms over the last 20 years, but…
BlogTax PlanningTrending Topics The Shape of Things to Come: 2021 Tax Law Proposals April 8, 2021Although I am writing this in early April, I promise you, this is no April…
