Blog.

November 2022
Top 10 Things to Do Before 2022 is Over
Alyssum Malone

The holidays usher in a joyful time of family gatherings, holiday parties, fun with friends and the promise of a bright new year. But before you put a bow on 2022, there are a few financial housekeeping tasks that you should review.

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August 2022
Why The Location Of Your Investments Matters
PATRICK KUSTER, CFP®, AIF®

Once you’ve selected your investment mix, have you considered how the account that holds your investments affects what you ultimately earn?

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July 2022
Summer, Sun and Scams: Protect your Vacation from Fraud
Jared Hoffman

The summer months kick off many seasons of happiness – the end of the school season for kids, BBQ season, baseball season (this is a happier time for some fans more than others) and vacation season.

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June 2022
The Human Side of Financial Planning
Ken Rosenbaum

What would you do if money was no object?

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May 2022
Leveraging Tax-Savings Opportunities with the Help of an Advisor
Amanda Merrill

Whether it be in our personal lives, national affairs or world events, the only constant is continuous change. The same can be said in politics, legislation and taxes.

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April 2022
Part Two: Everything You Need to Know About Tax Fraud
Jared Hoffman

Identity thieves are constantly devising new ways to steal your sensitive information – it’s their job!

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March 2022
Part One: Everything You Need to Know About Tax Fraud
Jared Hoffman

Benjamin Franklin is often credited as saying, “In this world nothing can be said to be certain, except death and taxes.”

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February 2022
2021’s Investment Lessons
Larry Swedroe

What investment lessons can we take away from 2021?

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January 2022
5 New Year’s Resolutions to Keep You Financially Fit in 2022
Susan Strasbaugh

What 5 resolutions can help you remain financially fit in 2022?

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December 2021
A Refreshing Perspective on Money and Happiness
Alex Kluesner

Eighteenth-century Swiss philosopher Jean-Jacques Rousseau said, “The money you have gives you freedom; the money you pursue enslaves you.”

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November 2021
Does Planning End at Retirement?
Rob Ziliak, CFP

Imagine that, in the foreseeable future, you’ll have turned in all your company property, collected your final paycheck, and will be drinking a hurricane at half past noon while chair-dancing to “It’s Five O’Clock Somewhere.”

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August 2021
Pandemic Pivots: Questions to Ask Yourself About 7 Planning Topics
Jada Diedrich

If the pandemic has proven anything, it’s that life-altering occasions—both those we experience firsthand and those that merely present themselves as possibilities—have the potential to uproot even the firmest of financial plans. Why?

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