Sep
When is the worst time to do tax planning? My answer is any time after January 1st! Why? Because many opportunities expired at the end of the year (December 31st). In this post we’ll touch on 5 tax minimization strategies you might want to consider before year-end. Many of these strategies could help reduce your […]
Aug
Getting your insurance organized can help give you financial peace of mind, avoid surprises, and fill potential gaps in your financial plan. Here are some common mistakes we see in insurance planning. Waiting too long to buy coverage Premiums for life insurance and long-term care only increase in price as you get older. Lock in […]
Jul
Are you wondering if you should put more money into a Roth IRA, a Roth 401(k), a Roth 403(b), or a traditional 401(k) / 403(b)? Do you worry about tax rates increasing in the future? Do you wish you could access more of your retirement money tax-free and penalty-free? If you answered yes to any […]
Financial Planning, Money Marathon
Three Potential Opportunities Investors and Marathon Runners Could Miss When Using a ‘Set-It-and-Forget-It’ Strategy
Jul
Do you worry about missing opportunities to protect and maximize your 401(k)? If so, you’re not alone. You’re like many of the successful clients we serve who just don’t have the time, the energy, the tools, or the expertise to customize, monitor, and execute their 401(k) strategy. If you’d rather watch the video version of […]
Jul
In today’s blog, I’m going to review detailed information on mid-year markets, as noted by Dimensional’s mid-year market update. But first, I’ll review three takeaways from the first half of 2024. Key Mid-year Takeaways Takeaway #1 U.S. stocks extended a bull market with the S&P reaching a series of record highs in the first half […]
May
Despite the importance of estate planning, it’s easy to procrastinate or delay getting one put in place. But not having an estate plan can cause you to lose control of what happens to your assets, lead to paying unnecessary taxes, and can lead to significant family disputes or disagreements that end up in court. An […]
May
In today’s blog post, we will dive into five critical wealth management questions to ask during an employment change. Sometimes, employment changes can feel overwhelming when you have to deal with benefits, taxes, and income adjustments. I hope today’s post will give you some clarity and confidence as you make financial decisions when making employment […]
Money Marathon, Taxes
Money Marathon Risk #3: You Could Go Off Course With Your Tax Minimization Strategy
May
We’re in a fun money marathon series using some running stories and analogies to teach and explore how investors could get more potential mileage from their hard-earned money. We’re walking through seven risks of running your wealth marathon without any support. If you would like to watch the video version of this post, please click […]