What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.
Monday, December 4, 2023
On December 29, 2022, the SECURE Act 2.0 (SECURE 2.0) was signed into legislation. Many provisions included in the bill will be phased into effect over the next several years. Here are some of the notable provisions for individuals...
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Friday, November 3, 2023
Estate planning may be one of the last things that anyone wants to think about. Not only is it difficult to contemplate our mortality, but human beings may also have a natural tendency to procrastinate. The importance of proper estate...
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Monday, October 2, 2023
The FAFSA Simplification Act, enacted into law in 2021, is introducing changes aimed at streamlining the application process. If you or your dependent(s) are seeking federal student aid in the coming years, here are some of the changes...
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Tuesday, September 5, 2023
DOES YOUR PORTFOLIO FIT YOUR RETIREMENT LIFESTYLE? Most portfolios are constructed based on an individual's investment objective, risk tolerance, and time horizon. Using these inputs and sophisticated portfolio-optimization...
Read MoreAs a business owner, having the freedom to call the shots and chart your own path is exciting. However, there are less glamorous aspects of running a business that often slip under the radar, such as retirement planning. While setting...
Read MoreCOUNTDOWN TO COLLEGEAs a parent, you of course want to give your child the best opportunity for success, and for many, attending the "right" university or college is that opportunity. Unfortunately, being accepted to the college of...
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Monday, June 5, 2023
Will you pay higher taxes in retirement? It’s possible. But that will largely depend on how you generate income. Will it be from working? Will it be from retirement plans? And if it does come from retirement plans, it’s...
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Monday, May 1, 2023
What workers anticipate in terms of retirement income sources may differ considerably from what retirees actually experience. For many people, retirement income may come from a variety of sources.
Read MoreAs part of the Consolidated Appropriations Act of 2023, the SECURE 2.0 Act of 2022 (Secure 2.0) was enacted on December 29, 2022. Secure 2.0 continues to modify and expand upon provisions included in the original Secure Act of 2019....
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Wednesday, January 4, 2023
Congress spent the final days of 2022 on new reforms designed to help Americans save more for retirement.You may hear the changes called SECURE Act 2.0, which is a follow-up to the Setting Every Community Up for Retirement Enhancement...
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Thursday, December 1, 2022
Budgeting and saving isn’t easy. Throw the holidays into the mix, and it can feel challenging, but with the right mindset, it is possible. After all, the holidays are about spending time with your loved ones and not about building debt!
Read MoreASSESS LIFE INSURANCE NEEDS If your family relies on your income, it’s critical to consider having enough life insurance to provide for them after you pass away. But too often, life insurance is an overlooked aspect of personal...
Read MoreBUDGET CHECK UP: TAX TIME IS THE RIGHT TIME Every year, about 140 million households file their federal tax returns.1 For many, the process involves digging through shoe boxes or manila folders full of receipts; gathering mortgage,...
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Monday, February 1, 2021
Seven age milestones that will impact your retirement planning? As you travel the savings road toward retirement and beyond, certain key dates will pop up. Some of these dates are critically important to your retirement planning...
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Tuesday, December 15, 2020
REBALANCING YOUR PORTFOLIO Everyone loves a winner. If an investment is successful, most people naturally want to stick with it. But is that the best approach? It may sound counterintuitive, but it may be possible to have too much of a...
Read MoreTHE A, B, C, & D OF MEDICARE BREAKING DOWN THE BASICS. Whether your 65th birthday is on the horizon or decades away, understanding the different parts of Medicare is critical, as this government-sponsored program may play a role in...
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Friday, September 25, 2020
EIGHT MISTAKES THAT CAN UPEND YOUR RETIREMENT Pursuing your retirement dreams is challenging enough without making some common, and very avoidable, mistakes. Here are eight big mistakes to steer clear of, if possible. 1. NO STRATEGY:...
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Wednesday, July 15, 2020
A LOOK AT DIVERSIFICATION Ancient Chinese merchants were said to have developed a unique way to manage their risk. They would divide their shipments among several different vessels. That way, if one ship were to sink or be attacked by...
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Few life events are more stressful than a job loss.If you or someone you know is in this situation due to COVID-19, you’ll likely have several questions about job hunting, unemployment insurance, and health care. You may also be...
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Wednesday, April 22, 2020
The COVID-19 pandemic has shaken up nearly every aspect of American life. To say it’s been a difficult time would be an understatement. However, difficult times may open doors to new possibilities. Businesses are changing their...
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Monday, March 16, 2020
In recent weeks, we’ve seen several major stories in the news. On the political front, in addition to the arrival of the presidential election through the 2020 caucuses and primaries, we have just experienced the third...
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Saturday, February 15, 2020
The term “Fiduciary” has received a lot of attention lately. Certified Financial Planners (CFPs) act as fiduciaries, Registered Investment Advisors (RIAs) such as The Wealth Consulting Group work under the fiduciary...
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Wednesday, January 15, 2020
Recent history has moved many of us to take another look at our finances—a smart thing to do in any economy. Maybe it’s been a while since you took your financial temperature, or maybe this is the first time you’ve...
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Thursday, December 5, 2019
What Makes a Team? If it takes a village to raise a child, it may take a team to help you pursue financial freedom. As a child, my parents built a team including aunts, uncles, cousins, and neighborhood families to help guide my...
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Friday, October 19, 2018
Spending time with relatives always reminds me of growing up in a family business. A trip to Virginia this year for my brother’s 50 th birthday brought our family together along with memories of the family business, an Italian...
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