Category: Financial Planning

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    Charitable Giving Strategies in a High-Income Year

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    Charitable Giving Strategies in a High-Income Year

    Tom Fridrich, JD, CLUⓇ, ChFCⓇ, Senior Wealth Planner  The end of the year offers an ideal opportunity to look both forward and back — reflecting on recent achievements, while setting goals for the upcoming months. For many of my clients, it’s also a time to review their finances and i …

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    Thanksgiving 2022

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    Thanksgiving 2022

    THANKSGIVING 2022 November 24, 2022 Thursday is Thanksgiving, and I would like to continue with my annual tradition of listing the things for which I am most thankful and encourage you to do the same. For me, at least, it makes the challenges of life somehow less daunting. At the same time, …

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    5 Charts Showing the Strength of the Labor Market

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    5 Charts Showing the Strength of the Labor Market

    Last Friday, yet another strong payroll report was released with the headlines stating payrolls grew 263,000 in September and the unemployment rate fell to 3.5%.

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    7 Things to Know About the Historically Strong Fourth Quarter

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    7 Things to Know About the Historically Strong Fourth Quarter

    “You make most of your money in a bear market, you just don’t realize it at the time.” —Shelby Cullom Davis We all blinked, and it is now October.  This can be a good thing if you’re hoping for some higher stock prices. As this great quote by Shelby Cullom Davis above explains, it is …

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    Stop Overlooking These Valuable Workplace Benefits

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    Stop Overlooking These Valuable Workplace Benefits

    Kevin Oleszewski, CFP®, Senior Wealth Planner It’s hard to fathom, but there are a lot of employee benefits that people aren’t using correctly — or aren’t using at all.

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    10 Answers to Questions About the Bear Market

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    10 Answers to Questions About the Bear Market

    2022 has been historically difficult for investors so far, and it’s likely you have questions. We’re here to answer some of the most common questions we’re hearing nowadays.

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    Your Most Common Social Security Questions Answered

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    Your Most Common Social Security Questions Answered

    Chances are good we’ve all felt a bit like Rachel on “Friends” when she peruses her first paycheck in bewilderment and says, “Who’s FICA? And why’s he taking all my money?”

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    Claiming Your Social Security Benefits Early: When It May Not Pay to Wait

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    Claiming Your Social Security Benefits Early: When It May Not Pay to Wait

    Ryan Yamada, CFP®, Senior Wealth Planner We’ve all heard the conventional wisdom when it comes to claiming Social Security: you should wait as long as you can before claiming benefits. Wait right up to age 70, if possible. After all, that’s when you would get the greatest monthly benefit.

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    Which Medicare Plan Is Best for You?

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    Which Medicare Plan Is Best for You?

    Scott Budd, CFP® Senior Wealth Planner  Choosing the right Medicare plan is one of the most important decisions seniors are faced with. It’s also one of the most difficult. The health care system isn’t user-friendly to begin with. Stack all the Medicare options on top of that and you& …

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    How Much Do I Need to Retire? Planning for Your Unique Retirement Needs

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    How Much Do I Need to Retire? Planning for Your Unique Retirement Needs

    By Craig Lemoine, Ph.D., CFP®, Director of Consumer Investment Research “How much do I need for retirement?” It’s a question I often hear, and one that seems straightforward enough to tackle. Unfortunately, the answer isn’t quite so simple.

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