Financial Planning

Relationship with money

What is Your Relationship with Money?

By Samantha Masey | July 1, 2024

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”…

Unlocking the Value of Independent Financial Advisors

By Samantha Masey | June 18, 2024

Written by: Samantha Masey, CFP®   As the technology for self-managed investment platforms and robo-advisors advances, many people have begun to wonder if the cost of hiring a financial advisor is worth it. To some the fee-only model may not appear to be as affordable as other options, but those same people may be surprised…

Smart Philanthropy

Smart Philanthropy: A Tale of Three Donors

By Samantha Masey | June 13, 2024

Charitable giving is one of the most meaningful ways you can have an impact. This webinar dives into three case studies of charitable giving strategies to maximize an individual’s charitable inclinations while considering financial needs and optimizing tax benefits. Learn more about: Donor Advised Funds Charitable Remainder Trusts Private Foundations Watch the recording below! Play…

Social Security Planning: Understanding and Planning Around Benefit Reductions 

By Catherine Buck | May 20, 2024

    Written By: Catherine (Katie) Buck   We will cover: What is social security? Social Security Planning Benefit Reductions   Social Security The Social Security Bill was signed into law on August 14th, 1935 by Franklin D. Roosevelt. The benefits for retired workers were designed to prevent dependency and entitle retirees to some form of…

Retire on Your Terms

Retire on Your Terms: Planning for Early Retirement

By Samantha Masey | May 15, 2024

Are you or a loved one contemplating early retirement but unsure where to begin? Watch our newest webinar discussing tailored strategies for those pursuing early retirement. Martin Shields, CFP®, AIF® and Samantha Masey, CFP® discuss: What does early retirement look like? When is it a good fit? Strategies to achieve early financial independence. What are…

new parents

7 Financial Tips for New Parents

By Samantha Masey | June 22, 2023

Written by: Samantha Masey, CFP® As soon to be first-time parents, my husband and I are in the middle of preparing for our baby to arrive and all the details that entails. Having a baby is an exciting and joyful time, but we have also encountered some unexpected considerations in preparation for her. These have…

529 plan

6 Strategies for Unused 529 Plan Funds

By Samantha Masey | March 13, 2023

Written by: Samantha Masey, Wealth Advisor 529 plans are a popular choice for parents saving towards their children’s education because of the many benefits the investment plan offers. These plans are used to pay for qualified educational expenses tax-free. This includes higher education expenses of tuition, room and board, fees, books, supplies, and equipment required…