Financial Planning

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Talking About Money: Navigating Wealth Transfers Across Generations

As financial advisors, we have the privilege of working with numerous families, witnessing their triumphs, heartbreaks, milestones, and life transitions. ...

Solo 401k

Why the Self-Employed Should Consider a Solo 401k

Self-employed individuals have multiple options to save for retirement and invest in a tax-efficient manner. One of those options, the ...

retirement savings

A “How To” Guide to Retirement Savings for the Self-Employed

In the past, I’ve received calls from clients who had already retired but decided to get back into the game ...

Amortization

What Is Amortization? Amortization is an accounting technique that involves spreading out the cost of a debt over a period ...

Rule of 72 – Compound Interest

What Is Compound Interest? Compound interest is the interest on savings calculated on both the initial principal and the interest ...

medicare mistakes

The Top 5 Medicare Mistakes

Written in partnership with Chapter Medicare Medicare can be quite daunting. There are thousands of supplemental plans, many different enrollment ...

financial planning family

Financial Moves for New Parents: A 5-Point Checklist

Becoming a parent is an exciting phase in life’s journey. Suddenly, you’re responsible for another tiny human being. Amid the ...

mortgage invest estate plan

First Time Homeowners: Have You Thought of Everything?

My wife and I purchased our first home seven years ago, which was not nearly as fun as an episode ...

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