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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
Sep 1, 2023
Pay the Piper & Get a Match
Student loan repayments are set to resume in October. Payments were paused during the outset of the pandemic and then extended until the ...
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
Oct 28, 2022
Time to Invest
Our clients are often hesitant to invest in the market during volatile periods. They ask if they should wait and/or when would be the most..
Brian
Aug 18, 2022
Are We In A Recession?
There has been a lot of discussion in the financial press trying to gauge whether we are in a recession. There is no argument the pace of...
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
Apr 28, 2022
Compound Interest
Probably the most powerful, and sometimes misunderstood, concept in finance
Compounding is an extremely powerful force in finance, and ...
Brian
Mar 31, 2022
Spend Wisely
Spend less than you make. Simple, yet effective.
Budgeting is a great habit to keep finances in order. That is even truer in times of ...
Brian
Mar 17, 2022
Savings Madness
Only 56% of families have a financial plan to meet college savings goals
March Madness will capture our attention for the next few weeks...
Brian
Jan 27, 2022
Enduring Volatility
Market Volatility Should Not Ruin Your Financial Plan
Volatility is inherent in financial markets. Periods of relative calm ...
Brian
Jan 13, 2022
Retirement Education
Retiring is inevitable. Most workers will their jobs at some point - voluntarily or not
If the last two years taught us anything, it is ...