Why I Became a Financial Planner By Matt Ward, CFP®, CRPC® I come from a family of financial professionals. Growing up, however, I wasn’t always sure that I would work in the field of finance and inve
Market Perspectives & Taxes. A Common Myth about Cash
Market Perspectives & Taxes. And A Common Myth about Cash As we approach the end of the calendar year, the time for last-minute 2021 tax planning is here. Here are 4 ideas for saving on tax
Transferring EE Bonds into a 529 Plan for College
Transferring EE Bonds into a 529 Plan for College EE Savings bonds can be used for Qualified Education Expenses, and the interest received may be tax-free, if certain conditions are met. In ord
The Best Place to Save for Long-Term Care Expenses
The Best Place to Save for Long-Term Care Expenses Counterintuitively, vehicles offering tax-free withdrawals aren’t always the best for long-term-care savings. Article by Christine Benz The average t
The Ins and Outs of 529s and other College Planning tools
The Ins and Outs of 529s and other College Planning tools As we enter into mid-August, now is the time to be thinking about starting (or adding to) a college fund for your child, or grandchild. There
Allocating Your Portfolio: For the High Net Worth Family
ALLOCATING YOUR PORTFOLIO This is the utmost important decision. Before determining which investments, or how to structure your investment vehicles, you must know your desired portfolio. This starts w
Worried about Rising Inflation? Here’s what to do
What if inflation ticks up? Will this impact my portfolio? Many individuals especially those nearing and in retirement are facing this question. An article I have linked here offers a deep dive into F
Why the stock market makes you feel bad some days?
Why the stock market makes you feel bad some days? Money Psychology 101 (3-minute read) You’ve glanced at the markets, it’s a down day, the third this week, and you’re feeling terrible. Why is this? L
Budgeting for a Vacation after COVID
If you’re like many, you are thinking about your next getaway especially after a year like the last one. This doesn’t have to be necessarily an extravagant vacation, but maybe it is. There are a few t
Rising Inflation Expectations
One Year Later: Rising Inflation Expectations Posted: 4/1/2021 by Jurrien Timmer The road to a full economic recovery post-COVID may be paved with higher rates. &nbs