Mastering the New Travel Realities
Our lives have been seriously disrupted over the past two years. Lockdowns, vaccines and face masks have altered life as we knew it. Human beings are resilient, and we’ve adapted to our new reality, but many of us long to resume certain activities such as travel, that were not feasible for much of the past [...]
Nailing the College Money Conversation
April is Financial Literacy Month. As financial planners, we are passionate about helping clients, their children, and others in our community increase their financial literacy skills. Given that May 1st is also Decision Day for college acceptances, we thought it’d be timely to share our thoughts on how families might discuss the cost of college with their children. […]
Remaining Calm in Times of Uncertainty
After a relatively tranquil and upwardly moving 2021 in the stock market, 2022 is off to a rocky start, further exacerbated by Russia’s historic invasion of Ukraine, which started the worst land war in Europe since World War II. […]
Fortune Favors the Disciplined
After seeing markets close at or near an all-time high in late 2021, 2022 is off to a rough start. Interest rates are set to rise, inflation has been more persistent than initially forecast, Omicron put a damper on the holiday season, new geopolitical risks are looming, and Washington’s Covid stimulus measures appear to be [...]
Making Your Financial Life Happier In 2022
As the new year begins, now is an excellent time to step back and reflect on how you can improve your relationship with your finances, reduce financial stress, and increase your overall happiness. […]
Beyond The Season of Giving: How to Create a Structured Giving Plan
With the end of the year fast approaching, making charitable donations is on everyone’s mind. Not only to support one’s favorite charities but also to take advantage of the significant tax deductions available to taxpayers in certain circumstances. […]
Finding Inflation’s Footing
It seems like people are whispering about inflation everywhere you turn, and it’s for a good reason. Rising prices have the power to eat away at your purchasing power and erode the value of your assets. […]
October’s Cybersecurity Awareness Month: Simple Tips to Keep You Safe Online
Cybersecurity Awareness Month – observed every October – was created as a collaborative effort between government and business to ensure every American has the resources they need to stay safer and more secure online. […]