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Website Logomobile logo
  • About Us
    • Who We Are
    • Our Approach
    • New Client Process
  • Our Clients
  • Services
    • Investment Management
    • Financial Planning
    • Retirement Planning
    • Small Business Retirement Plans
    • Wealth Advisory Service
  • Contact Us
  • About Us
    • Who We Are
    • Our Approach
    • New Client Process
  • Our Clients
  • Services
    • Investment Management
    • Financial Planning
    • Retirement Planning
    • Small Business Retirement Plans
    • Wealth Advisory Service
  • Contact Us
EE-Savings-Bonds-College-Education-Expenses
by Matt Ward
Financial Planning
college education expenses EE savings bonds
October 11, 2021
94 likes

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

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long-term-care-planning
by Matt Ward
Financial Planning
financial planning long term care tax planning
August 12, 2021
109 likes

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

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Ins-and-Outs-of-College-Accounts
by Matt Ward
Financial Planning
529 college planning investing
August 11, 2021
107 likes

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

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Tiger21-Investment-Allocation-year-over-year
by Matt Ward
Financial Planning
allocation high net worth investing
August 9, 2021
150 likes

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

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inflation-concerns
by Matt Ward
Financial Planning
inflation investing
June 8, 2021
110 likes

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

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vacation_covid_times
by Matt Ward
Financial Planning
Budgeting financial planning Travel
May 5, 2021
106 likes

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

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Non-Fungible Tokens
by Matt Ward
Financial Planning
bitcoin cryptocurrency non-fungible tokens
March 11, 2021
39 likes

Bitcoin…what about NFTs?

Bitcoin…what about NFTs? By: Matt Ward Date: 3/11/2021 We all have heard of Bitcoin, but we may not all understand it. Bitcoin is a cryptocurrency. A cryptocurrency is a digital or virtual currency

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stock-market-image
by Matt Ward
Financial Planning
election finance policies tax
October 22, 2020
122 likes

3 Big Policy Areas That Election Outcomes Would Sway

Determining the impact from a change in administration has historically been hard to predict. Political positioning and external factors can have a profound impact on the policies that make it from th

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Protect-Your-Retirement
by Matt Ward
Financial Planning
income retirement planning savings wealth
October 15, 2020
102 likes

5 Ways to Protect Your Retirement Income

The time to plan is now! See below for 5 considerations for income during retirement and how to protect your retirement income. #1. Plan for health care costs. Healthcare costs are exponentially incre

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top-concerns-for-small-business-owners
by Matt Ward
Financial Planning
finance planning small business
July 31, 2020
96 likes

Top 5 concerns of business owners

Top 5 concerns of business owners Cash flow planning Compliance & legal administration Tax and investment planning Protection of assets Growing net earnings We help clients with cash flow planning

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  • Email Us or Call: 817.238.6300