Every November, as Thanksgiving gives way to the busyness of year-end festivities, there’s a moment when you ask yourself if there is something you should be doing with your finances to protect your assets and minimize your taxes. This year, answering that question is more important than ever – as the U.S. faces persistent inflation, […]
Category: Financial Planning
Retiring in a Bear Market: What to Know
With both stock and bond markets down so far in 2022, it’s an unsettling time for many new retirees and those considering retiring soon. Watching your retirement nest egg, that you will depend upon to fund part of your retirement, lose value can be disconcerting, to say the least. Understanding a Bear Market We have […]
529 College Savings Plans: A Tax-Smart Way to Help Your Kids (or Grandkids!) Pay for College
Investing in your child or grandchild’s future education is one of the greatest gifts you can give—a gift that will last a lifetime and can help open doors to opportunities in the future. With the cost of a college education continuing to soar, it is wise to start saving when kids are young. Saving, even […]