There are some things in life you just can’t plan for: an unexpected illness, job loss, death of spouse, disability. And while experiencing one of these major events can drastically impact your life, having an effective financial plan can help ensure that it doesn’t ruin your financial well-being.
By Ryan Egolf, EA, Senior Tax Planner If you or your children are in the college hunt, the prospect of paying for school could be disheartening given its alarming price tag. The Education Data Initiative estimates the average annual cost of public college in the United States to be more tha …
Mike Valenti, CPA, CFP®, Director of Tax Planning Tom Fridrich, JD, CLU, ChFC®, Senior Wealth Planner It’s January, so it’s officially tax season! One of the most common client questions heard by tax preparers is, “So, what do you need from me?” The short answer to that question is often, “ …
As we navigate through the ever-evolving financial landscape, the importance of robust and proactive family financial planning cannot be overstated. We understand that every “family” looks different and that each family’s financial journey is unique. We are committed to pr …
When you reach RMD age, the IRS instructs you to start making withdrawals from your Traditional IRA(s). These withdrawals are also called Required Minimum Distributions (RMDs). For some of you, 2024 may be the first year you are taking an RMD (those of you who are turning age 73). You will …
We’re excited to present the newest issue of our Women’s Quarterly Newsletter, a vibrant collection of insights, events, and stories tailored for women. In this newsletter, you’ll discover “5 Surprising Facts About Women Investors” that may change the way you t …
New All-Time Highs at Last New highs!
