Financial Planning
Written by: Nicole Gobel CPA, CDFA This time of year, we prioritize year-end tax planning with our clients. As an advisor and CPA, I review my clients’ accounts to identify any opportunities for loss harvesting. However, we’ve had two great years in the markets, so thankfully, there haven’t been any losses to utilize in our…
NAPFA (National Association of Personal Financial Advisors) hosted their Fall 2024 conference in Nashville! Our advisors, John Millet and Katie Buck, attended the conference to network with other Fee-Only advisors from across the country. They attended multiple day sessions encompassing a range of topics such as, Health Care Cost Planning; Advanced Estate and Trust Planning;…
Written by: Martin Shields, CFP®, AIF® When most people think of wealth, they often picture one thing: financial prosperity-the state of being rich. While this definition works, it’s quite limited. It overlooks other important aspects of life that can be just as valuable, if not more so, than money. I prefer a broader definition…
Have you considered relocating from New York State for your retirement? Watch our recent webinar where we explore the key lifestyle and financial factors that could influence this significant decision. Nicole Gobel and Scott Strohecker will also present an income tax case study, comparing New York to other popular retirement destinations. Learn more about: New…
Written by: Scott Strohecker, CFP®, EA As you approach retirement, or if you are already in that phase, navigating the complexities of Medicare can feel overwhelming. The decisions you make regarding your healthcare coverage can have significant implications for your financial well-being. It is essential to be fully informed about Medicare so that you…
Written by: Paolo LaPietra, CFP® The question of whether to pay off your mortgage early or invest extra funds is a common financial dilemma, and the answer is not always straightforward. The landscape for making this decision has evolved significantly, especially in 2024, with higher yields on safe investments challenging traditional wisdom. Here’s a detailed discussion…
The four behaviors I see most with individuals and their money. Written by: Ryan Bouchey, CFP ®, CPA Working with clients through the years opens you up to many different experiences. It’s funny, early on in my career I always found myself doing all I could to work on my technical abilities and use “math”…