Posts by Julia McCabe
BFG Values & What it Means
Written by: Ryan Bouchey, CPA, CFP® The New Year is a great time to look ahead at all the possibilities in front of us. I also find value in looking back and reflecting on the year that just passed. While going through this lookback exercise, one thing I take a lot of pride in…
Read MoreSeven Achievable Financial Goals to Focus on in 2026
Catherine Buck suggests seven financial goals to strengthen your foundation for 2026: increase retirement contributions, contribute to a 529 plan, refresh your net worth statement to address high-interest debt, rebalance your portfolio, move cash to high-yield savings, utilize health insurance wellness programs, and make IRA contributions before the tax deadline.
Read MoreMoney & Marriage – 10 Guidelines for Success
Money is one of the most common sources of stress in a marriage. These 10 practical financial planning guidelines help couples improve communication, align long-term goals, and reduce financial stress as they build a life together.
Read MoreDecember Market Insights: A Month of Headlines & Opportunity
Written by: Paolo LaPietra, CFP® and Edward Wilhelm If it feels like a lot has happened in the last month, that’s because it has. The government reopened on November 13th, the jobs report landed shortly after, Nvidia once again took center stage during earnings season, AI-driven volatility picked up, and Fed cut expectations continued to…
Read MoreThe Holiday Season – A Time to Give back: Strategies to Maximize Impact and Tax
Written by: Scott Strohecker, CFP®, EA As the year draws to a close, charitable organizations ramp up their fundraising efforts—and many individuals begin thinking about how to give back. For donors, year-endcharitable giving isn’t just an opportunity to make a meaningful impact; it’s also a valuable moment for thoughtful tax planning. While working with clients on…
Read More2025 Year End Tax Planning
Play Video Click here for our 2025 Year End Tax Planning Checklist As we approach the end of 2025, our team will be discussing year-end tax planning to help you identify opportunities to optimize your tax strategy. Our webinar will be led by Scott Strohecker, CFP®, EA, and Vincenzo Testa, CPA, CFP®. Topics include:…
Read MoreThe AI Arms Race: Innovation or Overbuild
Written by: Paolo LaPietra, CFP® Every generation gets its defining investment story, and right now it is AI. Not the harmless “let’s ask ChatGPT” version, but the trillion-dollar, power guzzling, data center everywhere version that is reshaping the market. The numbers have reached a point where they barely feel real. Nvidia reached a five trillion-dollar…
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