
Brian
Feb 29, 2024
Health Savings Account
Often, tax-efficient strategies consist of either lowering a tax bill or deferring taxes to a later period. Tax avoidance is typically a red

Brian
Feb 2, 2024
2024 Retirement Account Contribution Limits
With January already behind us, hopefully you have paid off the holiday credit card spending and can focus on increased saving and planning

Brian
Nov 17, 2023
Do You Know What a Duvet Is?
It appears the U.S. may be headed for the elusive ‘soft-landing’ that seemed improbable not too long ago. Part of the reason is the pace ...

Brian
Nov 2, 2023
Fall Back and Financial Planning
The change of any season, environment, or circumstance, presents a good opportunity to check in on financial plans and make sure everything

Brian
Jun 22, 2023
Inflation and Retirement
The US was the only major industrial nation without a central bank until the Federal Reserve System was created in 1913

Brian
Jun 1, 2023
On the Fringe
Financial planning and wealth management is largely about future opportunities. We approach each relationship with a long-term perspective.

Brian
Feb 9, 2023
Hooray for HSAs
I used my HSA account sparingly during the initial years I owned the account. Early on, my stance was to not use it for “normal” medical ...

Brian
Feb 3, 2023
529-to-Roth Conversion
For those thinking about generational wealth and transferring assets to the next and second generations, a 529-to-Roth conversion presents..

Brian
Jan 26, 2023
Retirement Resolutions
Late January is around the time when New Year’s resolutions start breaking down. One study showed that only 64% of people that made a ...

Brian
Dec 15, 2022
Top Posts of the Year
As the year comes to a close, we’d like to share some of the top blog posts from Jackson Creek this year. Thank you to all of our followers.

Brian
Dec 2, 2022
Tax Loss Time
One silver lining about equity market declines this year is the ability to reduce future taxes. The process - tax-loss-harvesting - enables

Brian
Aug 25, 2022
Water, Salt, Sand Rats, and Your Portfolio
A good eating plan takes a comprehensive approach to balancing proper food groups and eliminating unhealthy, engineered food. A good ...

Brian
Jul 7, 2022
Fiscal Fitness
Getting in shape for summer is a common goal. We focus on our “beach bods” so we can look good in a bathing suit and feel comfortable ...

Brian
Jun 23, 2022
It's Getting Pricey in Here
It is no surprise our wallets (digital and traditional) are feeling the pain of cost increases. Prices are rising sharply for goods and ...

Brian
Jun 9, 2022
Happiness = Reality - Expectations
The above quote was originally spoken by late NPR radio host Tom Magliozzi. The simple formula posits that if our expectations are too ...

Brian
May 12, 2022
Five Mistakes to Avoid
There are many potential pitfalls in investing and retirement planning. Avoiding these common mistakes can keep you on track. Investing ...

Brian
May 5, 2022
Debt Repayment
Non-housing related debt is over $4 trillion
Last week’s post provided a simple overview of how compounding can work for you. Unfortunately,

Brian
Apr 14, 2022
Prepare to Exit
"Plans are worthless, but planning is essential"
The above quote is widely attributable to President Dwight Eisenhower, although he gave...

Brian
Apr 7, 2022
Green Jackets & Greenbacks
The tournament brings with it many traditions and legacies, including generous payouts for those that make the cut. Even those that miss ...