Secure Act 2.0 – What You Need to Know

The passage of the original Secure Act in December 2019 brought many retirement plan changes, most notably moving the required minimum distribution age from 70.5 to 72 and eliminating the Read More

A Tax-Efficient Charitable Strategy: Qualified Charitable Distributions

If philanthropy and charitable intent are important to you, devising a strategy for giving may maximize your donations. It may also be efficient for your taxes across your whole financial Read More

Tax Planning at Your Career’s Midpoint

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 Read More

Buckets Aren’t Just for Lists – They’re a Great Retirement Income Strategy

Many of us fear running out of money in retirement. And because none of us knows how long we will live or whether the stock market will rise in a Read More

Flat Fee Financial Planning in Action: Getting the Right Advice at a Fair Price

In our work with clients, we spend a lot of time explaining why we think flat-fee financial planning is the best way to deliver financial advice. Our flat fee scale Read More

What the Secure Act 2.0 Could Mean for Your Retirement Planning

A new law currently making its way through Congress is expected to bring significant changes to retirement planning for many Americans. The changes aim to increase how many Americans save Read More

The Rollercoaster is Back. Time to Buckle in Your Financial Plan

Weatherwise, March is known for variety, changeability, and extremes. That would make a good metaphor for what we saw throughout the month in essentially every area. The Russian invasion of Read More

Love, Marriage, and Money: Five Steps to Better Relationships

Creating better relationships is all about communication. Talking about the difficult things where we are the most vulnerable can bring the greatest rewards. Your spouse is probably your best ally Read More

New Year, New Opportunities: Tax-Advantaged Retirement Saving & Taxation Limits

Headlines have been all about volatility, inflation and the Federal Reserve’s pace of interest rate increases as we enter a new monetary policy regime. But for investors, there is another Read More

The Truth About Advisor Fees

The investment advisory business has changed drastically over the last several decades. Advances in technology have made it possible for investors to access very low-cost portfolios through robo-advisors, and changes Read More

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